Think choosing a retirement plan is difficult? 

We’re breaking it down, ingredient by ingredient!

Dive into retirement planning with Jason Coddington of Coddington Wealth Advisors, where complex concepts become as simple as kitchen recipes! Jason serves up financial wisdom like a master chef, turning the selection of retirement plans into an easy-to-follow recipe for success.

Key takeaways include:

• Simplify the complex world of retirement plans: Spotlighting the best fits for businesses of all sizes
  
• SEP IRA vs. SIMPLE IRA Showdown: Get the lowdown on the pros and cons of each
  
• Simple IRA Clarified: For businesses with under 100 employees, discover the Simple IRA’s blend of generous contributions and employer-match flexibility
  
• 401k Unpacked: Explore the perks and obligations of 401k plans, from beneficial loans to essential IRS filings
  
• Inside Safe Harbor 401k & SIMPLE IRA: Dive into the immediate benefits for employees with these plans’ direct and vested contributions
  
• And much more!
  

Resources:

• Book: The 7 Habits of Highly Effective People
  
• Book: Great By Choice by Jim Collins
  
• Book: Built to Last by Jim Collins
  
• Safe Harbor 401k
  
• SIMPLE IRA
  
• SEP IRA
  
• SECURE ACT 2.0
  

Connect with Jason Coddington:

• LinkedIn: Jason Coddington
  
• LinkedIn: Coddington Wealth Advisors
  
• Company Site: Coddington Wealth Advisors
  
• Facebook: Coddington Wealth Advisors
  
• Twitter: Coddington Wealth Advisors
  
• YouTube: Coddington Wealth Advisors