Learn methods and techniques to optimize retirement planning for your clients. Using the defined benefit pension, gain insights regarding how to work with these plans on their own or in concert with defined contribution plans.
• Identify tax-saving opportunities for your clients using defined benefit plans, cash balance plans, and combination designs.
• Types of defined benefit pension plans
• Defined benefit plan selection and design
• Contribution and deduction limits and timing
• Using combination plan designs to optimize benefits
CPAs, attorneys, human resources and financial professionals.
This webinar is produced by CalCPA. You will receive your login link/instructions and Certificate of Attendance directly from this third-party vendor. It is important that you review your COCPA confirmation for details on receiving your login instructions and COA from said vendor.