Date: Dec. 17, 2024
Time: 8 a.m. – 3:30 p.m. PT
Whether saving for retirement, reducing taxes, or combining the two, pension and profit-sharing plan strategies are your go-to solution. Get up to speed with the recently enacted SECURE Act 2.0 and learn the rules of the game. Discover the type of plan documents that work best for your clients, how to terminate a plan, different retirement plans you can choose from, contribution & deduction limits, reporting & disclosure rules, Form 5500 & participant communication requirements, and even how to do in-plan Roth conversions. Get ready to make retirement planning for your clients a breeze!
1000002762-125017
Closed Captioning Available
CPAs, attorneys, human resources and financial professionals.
Taxes
Intermediate
Basic knowledge of qualified retirement plans.
None
This is a pre-recorded broadcast. The Instructor will be available to answer questions via the chat feature.