Webcast: November 25, 2014 – Which Qualified Retirement Plan is Right for You?

Saving for retirement is an essential component of a comprehensive financial plan, but it is often difficult to determine which type of retirement plan is best suited to your individual and/or corporate needs.

In this month’s free on-demand webcast, OJM principal Jason O’Dell provides an overview of qualified retirement plan (QRP) options and discusses these important considerations affecting your QRP decision and overall financial plan:

– QRP ground rules for participants and employers
– Contribution maximums
– Protection of assets within the QRP
– Income taxation on withdrawals and value of tax deferral
– Options for hedging against taxes on QRP withdrawals

About the Presenter:
Jason M. O’Dell is a principal of OJM Group and a co-author of the books For Doctors Only: A Guide to Working Less & Building More and Fortune Building for Business Owners and Entrepreneurs, along with several other books and articles on financial topics.

He has experience as an entrepreneur, financial consultant and investment advisor and has been working with high-net worth and physician clients for more than 20 years. Jason has conducted financial planning, asset protection and wealth management lectures throughout the nation and has been recognized by Medical Economics as “One of the Best Financial Advisers to Physicians” and by Cincinnati Magazine as a “Top Wealth Manager.”

Jason graduated with a Bachelor of Arts degree in Economics from The Ohio State University and has earned a Master of Science degree with an emphasis in Financial Planning….(read more)

LEARN MORE ABOUT: Qualified Retirement Plans

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