What You Need to Know About SDBAs

Rockin’ Retirement with J’Neanne Theus

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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