Denise Mellerup, CPA
CPA Tax Accounting Xcetera LLC
8586 Potter Park Dr Ste #126
Sarasota, FL 34238
941-
“Free Report -
By Denise Mellerup, CPA
If you talk with most people they either work for a company with a 401k plan, invest in an IRA themselves, actively or passively manage their investments or some combination of all of these situations.
To help them and you I put together this informational piece to help 401(k) and other Retirement Plan investors better manage their retirement savings. WHY? Unfortunately, the companies today that administer 401(k) plans have done very little to educate and help plan participants invest successfully; as well as many financial advisors.
When you request my free report on the Top 13 Mistakes Made By Retirement Plan Investors I’ll send it to you immediately.
In it I will walk you through these 13 mistakes, why they happen to the ‘financially’ uneducated, and how you can AVOID these mistakes while maximizing your investment returns.
Denise Mellerup, CPA
