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Small Business Retirement Plans: Picking the Best Plan for Your Client

September 29 @ 2:00 pm - 3:00 pm EDT

Free
Free ADP CPE Webinars

Participants of the free live webinar will be eligible for 1 CPE credit.

Register

Small businesses have many retirement plan options. The selection of the best plan helps our clients minimize taxes and secure a more comfortable retirement. We’ll cover how to navigate through the options and pick the best retirement plan for each client.

Topics Covered

  • Which clients are best suited for each of the following plans?
    • SEP-IRA’s
    • SIMPLE IRA’s
    • 401(k)’s
    • Traditional and Roth IRA’s
    • Defined benefit plans
  • Which plans provide the greatest flexibility?
  • Which plan can provide the quickest accumulation of retirement savings?

 

Learning Objectives

  • Identify the best type of retirement plan for small business owners, based on the underlying facts
  • Recognize how to compute the maximum available deduction for each type of plan

 

Level
Basic

Instructional Method
Group: Internet-based

NASBA Field of Study
Taxes (1 hour)

Program Prerequisites
None

Advance Preparation
None

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