WEBINAR | DEFINED BENEFIT PLANS
A Powerful Tax Strategy for High Income Clients

Defined Benefit plans allow clients potentially the largest yearly retirement contributions while saving huge amounts in taxes. Depending on the situation, business owners may be able to save over $2.6 million for retirement in just 10 years. During this live webinar, you'll learn:

• The essentials of a Defined Benefit plan
• How to identify viable candidates
• An alternative for small businesses with employees: Cash Balance and Safe Harbor 401(k) Profit Sharing plans
• The roles and responsibilities of the CPA, advisor and third party administrator

Course ID: 74577
Course Duration: 1 hour
1 CE Credit

This course is approved for Continuing Education credit for several professional designations. Please enter your license number(s) for the applicable licenses and professional designations in which you would like Continuing Education credit. Missing or incorrect license numbers may delay or prevent proper crediting with your state or professional board.

Professional Credentials

Which professional designations would you like CE credit for?

Please provide the requested information below for the state or professional designations in which you require continuing education credits. Upon successful completion you may retrieve your certificate(s) of completion at www.reged.com/certificates.

Please include your license number(s). Missing license numbers may delay or prevent proper CE credit processing.