Content Provider
Guideline
Sponsored by
Gustologo
Handout Materials
Presentation Slides
Free cpe webinars
401(k) or Sep IRA? That Is the Question! A Comprehensive Guide for Accountants

401(k) OR SEP IRA? THAT IS THE QUESTION! A COMPREHENSIVE GUIDE FOR ACCOUNTANTS

Cost Free
Presentation Length 1.0 hour

Recorded DateMarch 31, 2021
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaTaxes
Course LevelBasic
Course Description

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 needand, indeed, show off your expertiseis 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

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Nicolle Willson, JD, CFP, C(k)P

Guideline Inc.
Senior Manager, Retirement Consulting

(888) 228-3491

Guideline

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.

About Our Sponsor

Gustologo
Gusto serves more than 100,000 small businesses and 4,500 accounting firms nationwide. Each year we process tens of billions of dollars of payroll and provide employee benefits—like health insurance and 401(k) accounts—while helping companies create incredible work places.

Through one refreshingly easy, integrated platform, we automate and simplify your payroll, benefits, and HR, all while providing expert support. You and your employees will get the peace of mind you need to do your best work.