Don Farmer's 2024 Retirement Plan Playbook: A Game-Changer for Advising Your Small Business Clients

Overview

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Get ready to step up your game with Don Farmer's 2024 Retirement Plan Playbook: A Game-Changer for Advising Your Small Business Clients! This isn’t your average tax course — this is the ultimate showdown of retirement planning strategies, delivered with the energy and excitement of a sports highlight reel.
 
Join us as we break down the playbook for selecting the best retirement plans for small businesses. With a mix of humor, real-world examples, and expert insights, you’ll learn how to help your clients score big on tax savings and secure their future. We’ll dive into the latest moves from the SECURE Act 2.0 (signed into law Dec. 29, 2022), including the new Roth SIMPLE and SEP IRA provisions that are changing the game for the 2024 tax year.
 
Don’t just sit on the sidelines — get in the game with Don Farmer’s 2024 Retirement Plan Playbook and become the MVP for your clients’ retirement strategies!

Highlights

The major topics in this seminar will inform you which clients are best suited for each of the following plans:

• SEP-IRA’s 
• SIMPLE IRA’s; 401(k)’s
• Traditional and Roth IRA’s
• Defined benefit plans

Additional topics discussed:

• How will SEP Roth and SIMPLE Roth contributions work under the SECURE Act 2.0?
• What are the payroll tax consequences of choosing each type of plan.
• Which plans provide the greatest flexibility?
• Which plan can provide the quickest accumulation of retirement savings?

Prerequisites

None

Designed For

Individuals who help small business clients select retirement plans.

Objectives

This course is designed to: Identify the best type of retirement plan for small business owners, based on the underlying facts. Identify the payroll ramifications of different retirement plants. Compute the maximum available deduction for each type of plan.

Preparation

None

Notice