Retirement Plans for Self-Employed Taxpayers On-Demand 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

This webinar includes the presentation slides, exam questions, live webinar recording with review questions, and Attendee Top Questions. CPE is issued after exam is successfully completed.


Presented by: Jaye Tritz, EA, CFP®

How to Earn CPE

To receive credit for this on-demand webinar, you must make at least one attempt to answer each of the review questions included with the webinar video. You also must successfully pass the course exam with a score of 70% or better.

The course and exam will expire one year from the date of purchase.

Cancellation Policy

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

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