The Motley Fool Discussion Boards
Investing/Strategies / Retirement Investing
|Subject: Setting up a new SEP||Date: 4/2/1999 12:01 PM|
|Author: dctim||Number: 9625 of 81979|
Our small business is to the point where we can think about setting up retirement plans. A patient, who happens to be a Merrill Lynch broker, has suggested a SEP. As much as I'd like to business with her, I'm a little leary of the "full service broker" concept.
A few questions:
1) How difficult is it to set up a SEP with a discount broker with your own parameters?
2) Are there any advantages of using a full service broker?
3) Any recommendations for discount brokers?
4) Any other suggestions?
|Copyright 1996-2017 trademark and the "Fool" logo is a trademark of The Motley Fool, Inc. Contact Us|