Features and Benefits of SEP IRAs and SIMPLE IRAs Webinar (X1-BSS2-2023-01-WEBNR-151-01)

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Summary & Check Out (0)

Wednesday, May 31, 2023 Live Webcast

10:00 AM - 12:00 PM EDT

Vendor Platform

2 CPE Credits in TX

DESIGNED FOR

All practitioners advising clients on these complex issues

BENEFITS

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

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

ADVANCE PREPARATION

None

Denise Appleby, APA, CISP, CRPS, CRC

Denise Appleby is CEO of Appleby Retirement Consulting Inc., a firm that provides IRA tools and resources for financial and tax professionals. She has over 17 years of experience in the retirement plans field, and has co-authored several books and written over 500 articles on retirement rules and regulations. Denise is also CEO of www.retirementdictionary.com , a free consumer website about retirement accounts rules and regulations. For more about Denise, visit her website at www.DeniseAppleby.com.

PRICING

$89.00 - Member

$109.00 - Nonmember

Pre-Registration Closed

Online pre-registration for this event is now closed.

ADDITIONAL OPTIONS

Print a registration form

ALSO AVAILABLE

COURSE DEVELOPER

Surgent

Features and Benefits of SEP IRAs and SIMPLE IRAs Webinar (X1-BSS2-2023-01-WEBNR-151-01)

OVERVIEW

DESIGNED FOR

BENEFITS

HIGHLIGHTS

ADVANCE PREPARATION

SESSIONS

INSTRUCTOR

Denise Appleby, APA, CISP, CRPS, CRC

Pre-Registration Closed

PRICING

Pre-Registration Closed

ADDITIONAL OPTIONS

ALSO AVAILABLE

COURSE DEVELOPER

AREAS OF INTEREST

Data Alerts

Features and Benefits of SEP IRAs and SIMPLE IRAs Webinar (X1-BSS2-2023-01-WEBNR-151-01)

OVERVIEW

DESIGNED FOR

BENEFITS

HIGHLIGHTS

ADVANCE PREPARATION

SESSIONS

INSTRUCTOR

Denise Appleby, APA, CISP, CRPS, CRC

Pre-Registration Closed

PRICING

Pre-Registration Closed

ADDITIONAL OPTIONS

ALSO AVAILABLE

COURSE DEVELOPER

AREAS OF INTEREST

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