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ENGAGE 2020


Small Business Retirement Plans


Jun 11, 2020 8:00am ‐ Jun 11, 2020 9:15am

Description

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.      

Learning Objectives:
  • Understand the various qualified and nonqualified retirement plans available to small businesses
  • Appreciate how these plans can be used in business planning

Speaker(s):

  • Steve Parrish, JD,RICP,CLU,ChFC,AEP, Co-Director of the Retirement Income Center, and Adjunct Professor of Advanced Planning, The American College
Tags: TAX
Category: Concurrent Session (Onsite and Online)

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