
Pooled Employer Plans (PEP)
A PEP is a way for a smaller 401k plan to “pool” their investments with other businesses in an effort to improve the buying power of the plan as well as spread administrative costs over a wider base.
A PEP is a way for a smaller 401k plan to “pool” their investments with other businesses in an effort to improve the buying power of the plan as well as spread administrative costs over a wider base.
Josh and Jay discuss the different types of Individual Retirement Accounts (IRAs) and how they fit into different situations.
The guys discuss how to do a personal financial assessment, diving into items like taxes, income, qualified retirement plan contributions, risk management and whether it’s time to take chips off the table or not.
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.
In the episode, Josh and Jay discuss positive factors affecting the overall stock market valuation and some areas of concern.