Webinar Outline:

SEPs, 401(k) plans, and cash balance retirement plans are effective ways for employees to save for retirement.  What many people do not know is that, if the right plan is chosen and designed correctly, a qualified retirement plan is an incredible tax planning tool to help CPAs help their clients save in taxes while saving for retirement.

This webinar will provide several practical examples of where various retirement plans can be implemented to help business owners save in taxes.  At this seminar, we will provide examples of:

• SEP plans (and solutions when non-owner employees become eligible for the plan)
• 401(k) plans (and solutions when non-owner employees become eligible for the plan)
• Cash Balance Plans – When the 401(k) profit-sharing limits do not provide enough tax savings