In this Zoom live video conference, participants will learn the basic rules, and how to use the various types of retirement plans for their client' maximum benefit. Participants will learn which plans work best and when. We will discuss IRAs (traditional and Roth), SEPs, SIMPLES, Profit Sharing, 401(k), Money Purchase Pension Plans, and Defined Benefit Pension Plans. After completing this program, participants will be able to speak intelligently with clients about the types of retirement plans that are available to them in order to maximize benefits. This program is group discussion friendly, and questions are expected and encouraged during the presentation. This program is ideal for CPAs, EAs, CFPs.
