Webinar: Features and Benefits of SEP IRAs and SIMPLE IRAs
WS152 | Course | Basic | Scheduled
Description
A challenge for many small business owners is choosing the `right' type of retirement plan for their businesses. Many hesitate to make a choice becaus
Credits
| Number of Credits | Type of Credits |
|---|---|
| 2.00 | Taxes |
Designed For
All practitioners advising clients on these complex issues
Prerequisites
None
Highlights
- Applicable provisions of SECURE Act 2.0
- Key features for choosing a retirement plan for a small business
- Key questions an advisor must ask a small business owner to help determine which retirement plan is suitable for their business
- Key questions an advisor must ask a small business owner to help ensure compliance with a SEP IRA or a SIMPLE IRA
- How SEP and SIMPLE IRAs benefit the small business owner
- How SEP and SIMPLE IRAs benefit employees of small businesses
- The tax benefits that help to offset the cost of employer contributions
- How to determine which business is eligible to adopt a SIMPLE IRA
- How to determine which employees must be covered
Objectives
- Help small business owners understand why they need to adopt retirement plans for themselves and their employees
- Identify key features and benefits of SEP IRAs and SIMPLE IRAs
- Determine which employees must be covered under SEP IRAs and SIMPLE IRAs
- Determine the steps that businesses should take to establish SEP IRAs and SIMPLE IRAs
- Explain the operational and administrative requirements for SEP IRAs and SIMPLE IRAs
Preparation
None
Notes
This webinar is provided by Surgent. After registering for the course, you will receive an email from Surgent with instructions for logging in to the webinar and obtaining your eMaterials.
You may confirm that your computer meets the minimum requirements by visiting: https://www.surgentcpe.com/webinartest/.
Prices
- Member (Early Bird)
- $99.00
- Non-Member (Early Bird)
- $99.00
- Member
- $99.00
- Non-Member
- $99.00