Join Tiffany Guy CFP® and Kaylee Benting for this Labor Day special that turns retirement planning into a reality-show style matchmaking game. They introduce a self-employed entrepreneur and try to match her with different retirement plans, including SEP IRA, Solo 401(k), Simple IRA, Traditional IRA, and Cash Balance plans to see which plan she's most compatible with. We're looking at how each plan balances contributions, taxes, administrative complexity, and suitability for solo business owners versus growing businesses so you can apply what you learn to the CFP® Exam or to help your clients find their own perfect match retirement plan!
The BIF Bites Podcast offers great tips and helps reinforce your learning, but The BIF Review will provide the instruction and support you need to get exam ready. Try it free for 30 days and see how we've helped thousands of CFP® candidates pass the exam and earn their marks.