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.