Retirement Plans for Small Businesses


Experts estimate that Americans will need 70 to 90 percent of their preretirement income to maintain their current standard of living when they stop working. Numerous options are available to save for retirement with tax implications for each. Options include those that offer current tax savings and others where the retiree doesn’t see a tax benefit until he or she starts drawing funds out of the plan. In addition, some plans require employers to match contributions and others do not. Learn about the different retirement plans available for small businesses and the tax reporting of each. Help taxpayers determine which type of retirement plan is the best choice for them.


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.
  • Distinguish between the tax treatment of sole proprietors, partnerships, and corporations with regard to retirement plans.

Course Details

This course includes an e-book and exam questions to help you earn CPE. CPE is issued after the exam is successfully completed.


Presented by:

How to Earn CPE

To receive credit for this self-study course, you must successfully pass the course exam with a score of 70% or better.

Self-study courses and exams generally expire one year from the date of purchase. The AFTR course expires on December 31 of each year as required by the IRS.

Cancellation Policy

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

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