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Paula P

Don't loose sleep...Nabers Group got this.

After weeks of online research trying to find the best way to secure personal monies while minimizing taxes, someone referred us to the Nabers Group. Being a business owner with no other partners except my spouse, and having no employees, we were able to restate our existing 401k with the Nabers Group. They provide a plethora of services that streamlines the entire confusing process (especially dealing with IRS rules). We had our IRS approved 401k documents within a day. They provided a list of partnering banking institutes that specializes in retirement accounts and understands the client's goals. Based on our unique business and personal finances, we wanted to maximize our Roth contributions. We spent days (and nights) researching what is allowed and what were the maximums. In fear of doing the wrong thing and incurring a penalty from the IRS, we stayed up all night until 3:00 a.m. reading IRS publications and going over the forms that we thought MAY be required. As much as my husband and I logically reasoned what might be needed and what ought to be done, ultimately we did not know anything for sure. The next day, with refresh minds, we continued the debate from the night before. Finally, I requested a one on one call with Iliana, a solo 401k specialist. We asked her about setting up bank accounts and deposits, Roth contribution limits, roll overs, and required IRS forms. In less than 10 minutes, she cleared up all our uncertainty. After the call, we felt confident and were comforted knowing that she knew the right answers to our questions, because she had gone through the same process to create her own solo 401k. She was extremely knowledgeable and a pleasure to speak with.

Apr 15, 2022