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Smart Retirement Planning Strategies for Entrepreneurs with Matt Williams

Entrepreneurs face unique challenges when it comes to retirement planning.


That’s why Matt Williams, Owner and Founder of JTM, joined Ryan Pulice of The Pulice Group on the CPAZone podcast to talk about his journey in launching JTM Williams Capital Management and the strategies every business owner should consider when planning for the future.


This episode covers: 


✔️ Retirement account options for entrepreneurs (401(k), SEP IRA, Roth, and more) 

✔️ Key tax strategies to help maximize savings 

✔️ Practical steps to build long-term financial security


If you’re a business owner or entrepreneur, this conversation is packed with insights to help you take control of your retirement planning.


Watch the full episode here:



 
 
 

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Proudly Serving Clients Nationwide, we have offices in Virginia & West Virginia.

Alexandria Location

500 N Washington Street, Ste 201,

Alexandria, VA 22314

Tel: 703.782.3110

Email: Matt@JTMWilliams.com

Bridgeport Location

1160 Johnson Avenue, Ste 102

Bridgeport, WV, 26330

Tel: 304.842.0217

Email: Matt@JTMWilliams.com

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Services are provided under the name JTM Williams Capital Management, a dba OneSeven. OneSeven is a registered investment adviser with the U.S. Securities and Exchange Commission (SEC). Registration with the SEC does not imply a certain level of skill or training. All titles listed for individuals associated with JTM Williams Capital Management, represent the individual's role with JTM Williams, and not their role with OneSeven. Investment products are not FDIC insured, offer no bank guarantee, and may lose value.

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