Choosing the right retirement plan for small business clients is critical for tax savings and long-term financial security. This course dives into the most popular retirement plan options—SEP IRAs, SIMPLE IRAs, 401(k)s, and defined benefit plans—helping you confidently guide clients toward the best fit for their unique needs. You’ll learn how to maximize deductions, minimize payroll tax implications, and leverage new retirement plan credits. Whether your clients want flexibility, rapid savings accumulation, or tax efficiency, this course equips you with practical strategies to deliver exceptional value. Join us and gain the insights you need to become the go-to advisor for small business retirement planning.
Per the IRS Education Provider Standards this course must be COMPLETED by 12/31/2028 to receive credits. NOTE: Go to My Professional Profile in your CCH CPELink account settings to ensure your name, and PTIN number; matches your PTIN card