Coming up on this edition of Your Financial Mission, we are talking about SDBAs. We will discuss what they are, their benefits, their cons, and how they are used.
If you’re a doctor or a defense contractor, you have probably seen it inside your plans or portfolio. SDBAs (Self Directed Brokerage Accounts) are essentially a sleeve on the 401k or 403b that allows you to self-direct. Listen to the episode to learn more about how they may benefit you.
Here’s some of what you will learn from today’s mission:
- How SDBAs can help diversify your risk. (5:42)
- The benefits of using an SDBA vs. a normal brokerage account. (8:21)
- The top struggles with clients that have SDBAs. (11:28)
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Connect with us: info@theuswealthadvisors.com
Call our office: (443) 718-6310
Financial and retirement guidance from J’Neanne Theus, financial planner at The US Wealth Advisors with offices in Maryland & Ohio. J’Neanne uses her Former Naval Intelligence Experience to provide innovative, volatility-hardened ideas, concepts & strategies to help you accomplish your retirement mission.
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