Reach the Baby Boomer - the Latest CPA and Financial Advisor Whitepaper from mybusiness401(k)
The solo 401(k) or small business 401(k) is an ideal niche market for financial advisors and CPAs to explore as a new opportunity for baby boomer clients and prospects. This white paper outlines some of the key reasons to consider this alternative investment strategy and how it works.
Poulsbo, WA (PRWEB) November 6, 2007 -- mybusiness401(k), LLC (www.mybusiness401k.com) today introduced their latest whitepaper entitled: Are You Missing the Small Business 401(k) Market?: 7 Tips for Reaching the Boomer in Transition.
"The challenge most financial advisors face is where to start when their clients ask about the small business 401(k) also known as the Solo 401(k). This whitepaper is written to explain the opportunity in using this type of 401(k) as a vehicle for alternative investments such as buying real estate or private placements," said Gary Anderson, CPA, and founder of mybusiness401k.
Baby boomers routinely are asking for control of their investments and looking for ways to diversify and be more active in their investments (such as real estate investments). mybusiness401(k) is about taking the world's best technology, the human brain, and applying online technology to the process of serving your client with these well known, but still niche, service products. The financial advisor and CPA use mybusiness401k to guide them as they serve clients looking at unique investment opportunities.
Key Takeaways:
| | - Solo 401(k) plans are designed for the self-employed with no employees.
- It's all about control.
- Give your clients security through diversification.
- Serve a market that is already looking for you.
- The only thing not allowable for solo 401(k) investment is collectibles.
- Tap into this market, and develop new income streams for your firm.
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The whitepaper can be downloaded at: www.mybusiness401k.com.
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