I teach/consult to financial, tax, and legal professionals about the tax laws that govern IRAs and employer plans. Denise Appleby
2 CE Credits
A solo 401(k) plan is often the retirement plan of choice for the owners of small businesses, when the only employees are the business owners. If you have a client who is currently using or considering whether or not to adopt a solo 401(k) retirement-plan, you should attend this program. During the program, we will cover the ins and outs of setting up and administering solo 401(k) plans—vital information that you need to know in order to effectively advise your clients.
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