Defined Benefit Plans: Tax Saving Opportunities
Learn methods and techniques to optimize retirement planning for your clients. Using the defined benefit pension, gain insights regarding how to work with these plans on their own or in concert with defined contribution plans.
- Types of defined benefit pension plans
- Defined benefit plan selection and design
- Contribution and deduction limits and timing
- Using combination plan designs to optimize benefits
- Identify tax saving opportunities for your clients.
CPAs, attorneys, human resources and financial professionals.
Applicable if you are a HSCPA member in good standing.
Applicable if you are not a HSCPA member.