Small Business Retirement Plans: Picking the Right Plan Webcast [GGSBRO]

Full Description

Small Business Retirement Plans: Picking the Right Plan for Your Client Webcast (GGSBRO)

October 29th, 2025 / 9:00 am 11:00 am Alaska Time

Live Webcast / Washington Society of CPAs Virtual Classroom

Small businesses have many retirement plan options. The selection of the best plan helps our clients minimize taxes and secure a more comfortable retirement. Well cover how to navigate through the options and pick the best retirement plan for each client. Well have a discussion of relevant SECURE Act 2.0 developments including Roth SIMPLE and SEP IRA provisions which are effective now.

Highlights:
Which clients are best suited for each of the following plans: SEP-IRAs. Which clients are best suited for each of the following plans: SIMPLE IRAs, 401(k)s, Traditional and Roth IRAs, Defined benefit plans. 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?

Learning Objectives:
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.

Designed For: CPAs and tax practitioners.

CPE Credits: 2, Taxation

Level of Knowledge: Update

Prerequisite: Some knowledge of retirement plans.

Acronym: GGSBRO

Discussion Leader: Greg White, CPA

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