Defined Benefit Plans: Tax Saving Opportunities Webcast | 4203833B
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 using defined benefit plans, cash balance plans, and combination designs.
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.