Whether you run a business and are looking for a tax deduction while
saving for your retirement, a self-employed business owner seeking to start a
retirement plan, or simply pondering the tax advantages of a Roth IRA, join us for a free retirement planning webinar on Weds, July 18thfrom noon to 1 p.m.
The session, titled “Retirement Planning: Choosing a Plan That’s
Right for You,” will review three of the most common retirement plans for the
self-employed — the Solo 401(k) Plan, SEP IRAs, SIMPLE IRAs and traditional
Roth IRAs.
“This webinar is intended to shed light on the best vehicles to help self-employed
individuals save for their retirement,” said Senior Employee Benefits
Specialist Linda Conrad, who will present the session with my colleague Tom
Donovan, CPA, a director at the firm.
“We will provide an overview of each of the plan’s characteristics,
eligibility requirements, conversion rules and tax features.”
Conrad, who specializes in the design and implementation of qualified
retirement plans, has more than 15 years’ experience in all areas of retirement
and benefit plan administration and design.
Donovan, meanwhile, has more than 30 years experience advising Marvin and Company
clients on a variety of personal and business matters. As head of the firm’s
Tax Department, he often represents clients that are undergoing State or
Federal tax audits.
One
hour of continuing professional educational units is available for CPAs.
PC-based
attendees are required to have: Windows® 7, Vista, XP or 2003 Server, while
Macintosh®-based attendees need Mac OS® X 10.4.11 (Tiger®) or newer.
Space is limited. Reserve your seat now by going to: https://www2.gotomeeting.com/register/459998874
After
registering you will receive a confirmation email containing information about
joining the session.
For
more information, call me at 518-785-0134, or email me kpo@marvincpa.com.
Cheers!
