Choosing a Retirement Plan for the Self-Employed: Solo 401(k)s, SECURE Act, Roth Conversions, CARES Act
Recording of a 110-minute CPE webinar with Q&A
This course will delve into the differences between retirement plans, who is eligible to establish each plan, how plans can be combined to maximize savings, the SECURE Act, and the recent CARES Act changes impacting retirement plan withdrawals. Our panel of retirement experts will provide a thorough explanation of the options available for businesses and self-employed individuals.
- The SECURE Act changes
- Self-employed retirement plan
- SIMPLE IRA
- Solo 401(k) or Roth 401(k)
- Defined benefit and defined contribution plans
- Roth conversions
- Coronavirus relief changes
- Withdrawal rules
- Mega back-door Roth
The panel will review these and other key issues:
- Which taxpayers are eligible to establish a solo 401(k)?
- How did the SECURE Act change retirement plans?
- When should a taxpayer consider converting a traditional IRA to a Roth IRA?
- How did the CARES Act impact retirement withdrawals?
James Brewer, MBA, CRPC®, AIF®, PPC®, CFP®, CDFA®, CFSLA
Financial Life Architect
Envision Wealth Planning
Mr. Brewer empowers people to make smarter money choices aligned with their values, goals and passions. He was named to... | Read More
Mr. Brewer empowers people to make smarter money choices aligned with their values, goals and passions. He was named to the 20 Best Financial Advisors in Chicago by Expertise, 2017 and 2018. Mr. Brewer’s financial literacy work includes contributing to Forbes.com Personal Finance and 401(k), Investopedia and his own blogs. He has been called part wealth planner, part life coach, part architect, part cheerleader. Mr. Brewer is regularly featured in the media for his financial expertise and support of socially responsible investing.Close
Lawrence K.Y. Pon, CPA/PFS, CFP, EA, USTCP, AEP
Pon & Associates
Mr. Pon has been in practice since 1986 providing comprehensive tax and financial planning, tax preparation and... | Read More
Mr. Pon has been in practice since 1986 providing comprehensive tax and financial planning, tax preparation and representation.Close
Christopher W. Tipper
Founder and CEO
Hunter Benefits Consulting Group
Mr. Tipper began his career in retirement benefits in 1990, founding Hunter Benefits in 1999 and quickly rising to... | Read More
Mr. Tipper began his career in retirement benefits in 1990, founding Hunter Benefits in 1999 and quickly rising to prominence as an expert who challenges fellow plan consultants to continuously improve business practices, adapt to rapidly changing trends and provide cost-effective, meaningful services for their clients. He oversees new client development and marketing and serves as an expert speaker at major industry events.Close