This was an excellent value-added master class with Montell McDowell of Add It Up Financial. Parents will hear how you can pay your children up to $5000 annually tax-free. Even if you already have a financial advisor this call gives great advice on how to evaluate their fee structure to make sure your investments have a chance to be profitable. A must-listen for all self-employed individuals and small business owners.
You will also learn:
- Your options for saving now (SEP; Simple IRA or 401K)
- Defined contribution plan maximums
- Tax requirements for plans
- Limitations due to income earned
About our presenter:
Over the past 18 years, Montell McDowell has developed a breadth of financial experience. Her career started and progressed with finance roles at large multinational firms. Six years ago she made a career change to work with smaller local businesses culminating with the opening of Add It Up Financial, LLC. Her primary focus is developing clients into informed decision makers. Montell’s credentials include a BS in accounting, MBA and is a Registered Tax Return Preparer with the IRS.
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