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Year End Tax Strategies with Retirement & Pensions Plans

Whether you're assisting clients in preparing for higher tax rates at present or contemplating the possibility of lower tax rates during retirement, it's essential to explore deferral options.

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Private Retirement Plans currently hold assets exceeding $35 trillion within the United States.

Join a CE event featuring some of the nation's foremost experts as they delve into recent developments regarding Qualified Retirement Plans. Topics to be covered include:

  • Assessing the relevance of SIMPLE IRA, SEP IRA, Profit-Sharing, or 401k plans in light of anticipated tax increases.

  • Effective product selection within pension plans.

  • Strategies for pension plan derisking utilizing life insurance, annuities, and other assets.

  • Navigating plan administration challenges.

  • Collaborating with your TPA and enrolled actuaries to craft optimal plans for your clients.

  • Identifying qualified prospects for pension plans.

  • Insights into pension plan applications and administration matters, especially concerning Cash Balance and other pension plans.

Moreover, the Tax Cuts and Jobs Act has certain tax benefits set to expire at the close of 2025. Are your business clients prepared for these changes?

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Next Scheduled Class

October 19th | 8:15 am

Hidden Valley country Club

11820 Highland Drive

Sandy, UT 84092

Meet the Instructors

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