Josh Null and Will Steih jump back into the Deep Fried podcast studio to provide some timely financial topics and tax deferral concepts for our listeners as we enter the 4th quarter. Join the hosts as they discuss the timing of claiming income, what to do if you’ve had a profitable year (especially if it’s been an exceptionally profitable year), how to leverage an existing 401k for tax deferral options, and strategies for tax deferral contributions above and beyond your standard 401k limits. The hosts also discuss the timing of implementing a qualified retirement plan, such as a 401k, and how the SECURE Act has provided additional flexibility, and last, but not least, in a historically tight labor market – is it time to offer additional benefits (Deferred Comp, Stock Purchase Plan, etc) to attract and retain talent? 

You can find our previous podcast episodes by visiting https://v0y.3de.mytemp.website/podcast . If you would like to continue the conversation with Josh and Will, make an appointment on our website at https://v0y.3de.mytemp.website/, or feel free to call 251-327-2124 or email jnull@gulfcoastfa.com.

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Gulf Coast Financial Advisors LLC (“GCFA”) is an investment adviser registered with the states of Alabama and Texas. Registration does not imply a certain level of skill or training. GCFA provides investment advisory services only in jurisdictions where it is properly registered, has made the required notice filings, or qualifies for an exemption or exclusion from registration or notice filing requirements. Nothing contained herein should be construed as legal, tax, or investment advice, or as a solicitation to engage in any specific securities transaction or investment strategy. Personalized investment advice is provided only through direct communications with GCFA’s duly authorized investment adviser representatives. GCFA is doing business as Summit Legacy Advisors, a GCFA Network Company, in the state of Texas. Gulf Coast Financial Advisors, LLC | 561 Fairhope Ave, STE 202B | Fairhope, AL 36532 | 251.327.2124 | www.gulfcoastfa.com