This session overviews the retirement plans that are available for owners and employees of small businesses. This update includes the affects of the TCJA, and will consider both qualified and nonqualified retirement plans. Beyond just taxes, the session also considers the business planning aspects of the various plans available, from golden handcuffs to use in exit planning.
Understand the various qualified and nonqualified retirement plans available to small businesses
Appreciate how these plans can be used in business planning
Co-Director of the Retirement Income Center, and Adjunct Professor of Advanced Planning,
The American College