• Wednesday Jul 15, 2015
• Start Time: 7:30AM
• End Time: 9:00AM
• Garden of Gods Club - 3320 Mesa Road
• Presented by: T.J. Orr, ERPA, QPA, QKA

Presentation: Retirement Planning – What You Must Know In 2015

This program will cover a wide variety of retirement planning questions your business clients will surely ask you this year. Has your business client asked you about a SEP, SIMPLE IRA or“Solo”401(k)?  Why would one be more beneficial than the other?  When does the benefit of a greater contribution outweigh the cost of additional W-2 wages to the S-Corp shareholder?  How to different entity types report compensation, and how does that affect the retirement plan?  If the 401(k) is the winner, what features should be used in the plan?  If tax FREE growth is desired over current tax deferral, what contribution or in-plan rollover/conversion options are available?  When do these strategies work with entrepreneurs and business owners who do or do not have employees? This program will help you see the possibilities to offer a sound retirement strategy to your clients.

1 CFP CE Credit – 1 Colorado Insurance Agent CE Credit

 

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