Writing the Book on Solo 401(k)s with Sean Mullaney, Ep. 109

Update: 2022-10-24

Description

Sean Mullaney is a financial planner and the President of Mullaney Financial & Tax, where he offers fiduciary, fee-only, and advice-only financial planning. Sean established Mullaney Financial & Tax after a lengthy career in public accounting, and as a CPA himself, he understands the need for tax planning when preparing financial plans for clients. In this episode, Sean explains the importance of education and communication with your clients to ensure they never miss out on tax planning opportunities.

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Writing the Book on Solo 401(k)s with Sean Mullaney, Ep. 109

#box-pro-ellipsis-173765898177634{-webkit-line-clamp:2;}Writing the Book on Solo 401(k)s with Sean Mullaney, Ep. 109

Writing the Book on Solo 401(k)s with Sean Mullaney, Ep. 109

Writing the Book on Solo 401(k)s with Sean Mullaney, Ep. 109