What is an ESOP? Don Sowa's MoneyTalk
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- Business
When you get a new job and are told about the company 401(k), you likely have a good idea of how it works. But if your company offers one of the less common types of employer sponsored retirement plans, you may be left with more questions than answers. Donna and Nathan discuss Employee Stock Ownership Programs, how they differ from traditional retirement plans, and how they can be incorporated into your broader retirement portfolio if available. Also on MoneyTalk: 457 plans, Mega Backdoor Roth IRAs, and Stock Trivia: Two Truths and a Lie.Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Air Date: 5/2/2024.
Have a question for the hosts? Visit sowafinancial.com/moneytalk-radio to join the conversation!See omnystudio.com/listener for privacy information.
When you get a new job and are told about the company 401(k), you likely have a good idea of how it works. But if your company offers one of the less common types of employer sponsored retirement plans, you may be left with more questions than answers. Donna and Nathan discuss Employee Stock Ownership Programs, how they differ from traditional retirement plans, and how they can be incorporated into your broader retirement portfolio if available. Also on MoneyTalk: 457 plans, Mega Backdoor Roth IRAs, and Stock Trivia: Two Truths and a Lie.Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Air Date: 5/2/2024.
Have a question for the hosts? Visit sowafinancial.com/moneytalk-radio to join the conversation!See omnystudio.com/listener for privacy information.
42 min