How many times have your clients asked, "What do you think about a 401(k)?" For most accountants, they hear that phrase pretty much every day. Of course, retirement vehicles are a little-known but very effective way to reduce your client's tax liabilities. So, upskilling yourself to best position retirement options to support your client's need—and, indeed, show off your expertise—is what this webinar is all about. Learn more about how and when to use two retirement vehicles— SEP vs. 401(k)—by joining Nicolle Willson, JD, CFP, C(k)P, Retirement Expert at Guideline 401(k).
Learning Objectives:
- Outline 401(k) benefits and tax advantages, including Solo 401(k)
- Identify basic elements of a Simplified Employee Pension (SEP) plan and the related tax advantages
- Identify ways to help your SMB clients identify which retirement vehicle is right for them
Nicolle Willson, JD, CFP, C(k)P
Guideline 401(k)
Senior Manager, Retirement Consulting
(888) 228-3491
Nicolle Willson, JD, CFP, C(k)P, heads the Guideline Retirement Consulting department. Formerly an attorney who graduated from the UCLA School of Law, Nicolle found her true passion for financial planning and helping individuals achieve their retirement and other financial goals. She now translates her 10+ years of financial planning and wealth management experience into helping small business owners create the perfect 401(k) plans for themselves and their employees.
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