Retirement Plans for Self-Employed Taxpayers Webinar


Many taxpayers opt to be their own bosses instead of working for someone else. It’s an appealing option to set your own schedule and make all of the business decisions! However, this puts them in the position of providing “employee benefits” such as retirement plans for themselves and any other employees. Self-employed taxpayers have several retirement plan options such as a Simplified Employee Pension Plan (SEP), Savings Incentive Match Plan for Employees (SIMPLE) and 401K plans. We’ll review the pros and cons of each plan to determine which is the best option for yourself or your clients.


Upon completion of this course, you will be able to:

  • Identify the features of SEPs, SIMPLE IRAs, and §401(k) plans.
  • Calculate the maximum annual contribution for various types of retirement plans.
  • Compute the deduction for various types of retirement plan contributions.
  • Identify the employer’s responsibility for maintaining and funding retirement plans.

Course Details

Our researchers will answer your questions during the presentation. This webinar includes the presentation slides, Attendee Top Questions and access to the webinar recording.


Presented by: Jaye Tritz, EA, CFP®

​​​​​How to Earn CPE

​To receive full credit for a webinar, you must respond to at least 70% of the polling questions that are asked by the instructor during the webinar and you must be logged in for at least 90% of the presentation.

Please allow up to 7 days for us to verify attendance and issue certificates.

Cancellation Policy

Because this is an online education offering, it is nonrefundable.

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