Thank you
Thank you for attending the NAEA webinar. Please fill out this short survey to let us know how it went!
Description
Maximize Income Tax Savings with Retirement Plans for Self-Employed
Persons and Small Business Owners - Sponsored by Resonant Financial
CE: none
Speaker: George Hunter CFP, CPFA; Wade Zancan CPFA
This non-technical overview showcases a variety of retirement plans and
discusses how each tool offers deductible contributions to self-employed
persons and small business owners. The program covers Simple IRAs, 401(k) plans
(traditional and pooled plans), SEP IRAs, and Individual Ks.
Learning Objectives:
- Gain non-technical insight into how each retirement plan offers deductible contributions to self-employed persons and small businesses.
- Understand the pros and cons of each retirement plan type.
- Benefit from hearing real-world problems and solutions!