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Retirement Plan Design Consultation
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Finance & Management > Financial Planning

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The client has made the following changes to the job.

Description
Date

Job awarded.

Dec 13, 2012

Job awarded.

Nov 26, 2012
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Job Description

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Updated

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  • Posted: Thu, Nov 22, 2012
  • Time Left: Closed
  • Location: United States
  • Client prefers freelancers from:
    United States

    You are still able to submit a proposal for this job.

    The client prefers freelancers from
    a different location.

    You're still able to submit a proposal for this job, regardless of your location.
  • Start: Immediately
  • Hourly Rate: $40 - $65 / hr
  • Hrs/wk: Not Sure | Duration: 6 hrs
  • Work View™ Payment Protection
  • U.S. freelancers must have W9
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A number of questions re
1) IRA options for small business owners. Various scenarios. Overview, Pros cons clearly defined.
2)Self directed IRA to invest in small businesses. Pros cons Restrictions
3) 401k setup for small business. Overview, Players, options, pros cons.

I envision one or 2 phone consultation sessions.
I'd like a memo afterwards summarizing the consultation and perhaps a chart illustrating financial ramifications. Must be able to communicate clearly and patiently with an intelligent but non-accountant professional.
The specs for time required and topics will be flexible.

You should have proven credentials in the field such as CPA, CPC , CFP , affiliation with ASPPA and related proven work experience . Please do not bid with an expectation to set up a plan. This is informational sessions not transactional.
Thanks

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Job ID: 35421119
Proposals
Hourly Rate: Avg $ | High $ | Low $ — Show Pricing
  • Submit Date (Latest)

 United States  |  
Winner
Financial services professional with expertise in investment portfolio management and research analysis. I have ten years of experience and a...
2
  |  
 0.0   |  $0 Earnings   |  0 Jobs
Bid ID: 35592446  |  Submitted: Nov 28, 2012 18:11 ET 
$40.00/hr

 India  |  
1
  |  
 0.0   |  $0 Earnings   |  0 Jobs
Bid ID: 35498344  |  Submitted: Nov 26, 2012 02:17 ET 
Proposal SEALED

 United States  |  
Winner
I am a Certified Public Accountant (CPA) and Certified Financial Planner (CFP) with over 7 years experience helping clients with their financial,...
1
  |  
 0.0   |  $0 Earnings   |  0 Jobs
Bid ID: 35476541  |  Submitted: Nov 25, 2012 02:00 ET 
$65.75/hr
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