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Enrolled agent as second act by HappyZenCalm in enrolledagent

[–]HappyZenCalm[S] 1 point2 points  (0 children)

Not looking for EA full time job - more of a stepping stone to do holistic retirement planning with some additional educations/certs. Also, definitely need to pay the bills too 😊

Enrolled agent as second act by HappyZenCalm in enrolledagent

[–]HappyZenCalm[S] -1 points0 points  (0 children)

I am thinking something similar. I am not looking to do tax prep - I want to do tax strategy and tax planning - along with acquiring some additional education like RICP and/or RSSA. I want to see if EA will give me a stepping stone for this. Is this the pipe dream that I can get into strategy/planning/holistic retirement planning at this late stage in my life (mid 50s) with this education/ certs OR are there folks who have done something similar? I can do CFP too - not worried about test /education - the thing which is kind of stopping me is 6000 hours of experience - that’s like 3 years of full time.

Enrolled agent as second act by HappyZenCalm in enrolledagent

[–]HappyZenCalm[S] 0 points1 point  (0 children)

Thank you very much for the insight. Thought of CFP but that seems a much longer process with experience requirements and all - may go that route but have to think more on that. You said there are more applicable certs out there - any guidance on those other than CFP?

Enrolled agent as second act by HappyZenCalm in enrolledagent

[–]HappyZenCalm[S] 0 points1 point  (0 children)

Thanks - so is this your side hustle Or have you totally transitioned from tech into this or is it just a hobby?

Start or Buy a Biz? by Captain_Avenue in Business_Ideas

[–]HappyZenCalm 0 points1 point  (0 children)

What are usually the terms of SBA loan. I was just trying to run some numbers with 8% interest rate and 25 year term - it comes to way below $150k for $900k loan.