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Retirement Plans


There are numerous options available to save for retirement and each has its own tax implications. Options include those offering current tax savings and others where retirees do not see a tax benefit until they start drawing funds out of the plan. In addition, some plans require the employer to match contributions and others do not. Learn about the different retirement plans available for small businesses and the tax reporting of each.


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

  • Identify the features of SEPs, SIMPLE IRAs and 401(k) plans.
  • Calculate the maximum 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

Includes webinar recording, PowerPoint presentation and Q&A webinar transcript. CPE is issued after exam is successfully completed.


Presented by: Jaye Tritz, EA, CFP

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