Eide Bailly Inspired Perspectives | Customized Retirement Plan Solutions and Tax Savings for Owner-Only Businesses

Eide Bailly Inspired Perspectives | Customized Retirement Plan Solutions and Tax Savings for Owner-Only Businesses
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Eide Bailly Inspired Perspectives | Customized Retirement Plan Solutions and Tax Savings for Owner-Only Businesses

Date: June 9, 2022

Time: 12:00 PM – 1:00 PM CDT

Website: https://www.eidebailly.com/insights/events/2022/6/inspired-perspectives-customized-retirement-plan-solutions-and-tax-savings-for-owner-only-businesses

Event Description:

Course Description:
How can an owner-only business with no employees use a customized retirement plan to generate significant tax savings? If you own your business, have no employees (or very few) and have consistently high income that results in a huge annual tax bill, a customized retirement plan could help you hang on to some of your hard-earned money while kicking the tax can down the road.

Join us for a webinar that will answer:

  • Who is the right fit for this strategy?
  • How does the strategy work?
  • What do you give up in exchange for the significant tax savings?
  • What are some key factors to make it successful?
  • How long does it take to implement?
  • What are the critical deadlines?
  • How do we get started?

Learning Objectives:

  • Explore the best retirement plan options for an owner-only business.
  • Identify the important deadlines for modifying or changing your retirement plan.
  • Summarize key tax saving strategies with the right retirement plan.

Location: Webinar

Date/Time Information:

Thursday, June 9th from 12:00-1:00pm

Contact Information: Becca Rozmark

Send an Email

Fees/Admission: Free

Original source can be found here.



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