Self-employed people and small business owners (>15 employees) are limited in how much they can save for retirement with traditional qualified plan...
6/1/2023 11:00am - 12:00pm | Online | CalCPA
Members: $49.00, Non-members: $59.00
CPE Categories: Taxation (1 CPE)
Interest Areas: Individual Taxation
Self-employed people and small business owners (>15 employees) are limited in how much they can save for retirement with traditional qualified plans. Another solution enables the self-employed and owners to contribute significant amounts to retirement plans (>$100k/annually), which is deductible. The funding can be split between a cash balance plan and a life insurance policy.
Presented by Wayne Hill
CPAs, attorneys, bankers, financial professionals and insurance professionals.
Some knowledge of defined benefit plans is preferred.
© Copyright 2023 KSCPA | All Rights Reserved