Jeff Brown
speaker
60 appearances
1 recordings
1 series
first heard Jul 2019
last heard Jul 2019
Jeff Brown’s voice in public audio — every appearance, attributed to the second.
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Appearances
And they're catching on a bit more, according to the people I talked to.
But they're a terrific deal if you're working for yourself, and especially if you plan to be changing hats over the years, going from one occupation to another, having one business after another.
because they're transportable.
Well, you would contact a provider, and these are
the big financial services firms like Vanguard or Fidelity or Charles Schwab.
All of those three offer them.
And you go through some paperwork.
Most of them have these online and you fill in some forms.
It looks intimidating when you first see them.
They're pages and pages and pages.
But there are lots of sections that don't apply to you.
And you don't have to go back and dig up financial records from decades ago or anything like that.
It's asking who is the
administrator, which is you, and who are the employees, which is you again, and a few things like that, facts that you'd have readily at your fingertips.
And it doesn't take very long.
And then they take a little bit of processing time to get the thing up and running.
And then once you have it going, most transactions can be done online, as with any other kind of financial transaction with one of these firms, you know, where you log on to the account and you make investments or make withdrawals.
Some require actual physical paperwork that have to be scanned and sent in or sent by mail.
But most things are just done online, most transactions.
Well, thank you for having me.
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