Small Businesses and Retirement Planning
FL117637 - 5 Hours
This CE course explains the types of retirement plans that are best suited for small businesses, including their advantages, disadvantages, rules and limits.





Without the luxury of a company pension plan, small business owners must be proactive in building a stable retirement nest egg. Most options for small business retirement plans share similar features such as tax-deferral and employer contributions. However, the details of the individual plans can be quite different. This continuing education class explains the advantages and disadvantages of each type of retirement plan with examples and calculations. Also covered are the limits, eligibility requirements, loans, and company match options for various retirement plans.

Class highlights include:

  • Different Types of IRA’s

  • Benefits of a Roth IRA and Conversions

  • The New myRA Accounts

  • Simplified Employee Pension (SEP) IRA's

  • The Two Types of Individual 401k’s

  • Defined Benefit Plans

  • Other Retirement Plans for Small Businesses

  • Employee Stock Ownership Plans (ESOP)

  • Approved for 5 Hours of Elective Continuing Education