Getting the Most from Your Business Retirement Plan: From S.I.M.P.L.E. to Sophisticated
Thursday, May 6
Time: 10:15 - 11:15 am
Fee: No charge
Course Description: Join our team as we provide a brief overview of business retirement plans and how to get the most out of your workplace benefits. From how these plans work (generally), to why a business would want to provide such a benefit, our team will highlight the pros and cons of the various options available. Additionally, we will touch on more advanced retirement strategies designed to compress decades of savings into a short time span. These strategies can provide incredibly lucrative tax benefits, and dental/medical professionals are often uniquely well-positioned to take advantage.
- A general overview of the various types of business retirement plans and the cost vs. benefits for the business and its owner.
- Understand the pros/cons behind establishing a business-based retirement plan for the owner and employees.
Course most appropriate for: Dentists and Business Assistants (especially Office Managers)