Webinar: Features and Benefits of SEP IRAs and SIMPLE IRAs

WS792  |  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
Your Price: $99.00

This is your base price and does not reflect any additional session fees, optional add-ons, or guest registrations.