Unlocking 401(k) Potential with Self-Directed Brokerage Accounts (SDBA)
Most people never realize their 401(k) might include a powerful option called a Self-Directed Brokerage Account (SDBA), and even fewer understand how it works. Sean breaks down what an SDBA actually is, who qualifies, and why it can open the door to more personalized investment choices inside a traditional retirement plan. If you’ve ever felt boxed in by limited 401(k) options, this episode shows you what’s possible and what to watch out for.
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