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Managing Assets in Qualified Retirement Plans: Maximizing Contributions and Earnings, Minimizing Tax Implications

A live 110-minute CPE webinar with interactive Q&A

This program is included with the Strafford CPE Pass. Click for more information.
This program is included with the Strafford CPE+ Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

Monday, November 3, 2025

12:00pm-1:50pm EST, 9:00am-10:50am PST

Early Registration Discount Deadline, Friday, October 10, 2025

or call 1-800-926-7926
Add to your calendar

This webinar will detail strategies to optimize contributions and earnings on investments in retirement plans. Our panel of knowledgeable investment advisers will discuss utilizing advanced qualified plan designs to increase contributions to retirement plans, review SECURE 2.0 guidelines for withdrawals, and provide planning strategies to mitigate taxation of these tax-advantaged investments.

Description

Most taxpayers are familiar with qualified retirement plans. Whether contributing to a 401(k) plan at work or establishing an SEP (simplified employee pension) for a small business, these tax-deferred vehicles can create a pathway to a secure retirement. Taxpayers who contribute to these plans often fail to review and reallocate their initial investment choices, which can prove costly. Successful business owners may want to contribute more to these accounts than the annual contribution guidelines allow. Incorporating a profit-sharing or defined benefit plan could maximize contributions and tax savings for successful business owners.

In addition to initial considerations concerning plan design and contributions, taxpayers need to understand the modifications made to taxation of withdrawals under SECURE 2.0. Strategically planning and preparing for withdrawals from retirement plans can significantly reduce or eliminate the tax on these distributions to taxpayers and heirs.

Listen as our panel of astute retirement planning professionals discusses methods to increase contributions and defer, lessen, or avoid tax on these savings plans.

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Outline

  1. Managing assets in qualified retirement plans: introduction
  2. Qualified retirement plan designs
    1. Basic
    2. Advanced
  3. Investment strategies to maximize benefits
  4. SECURE 2.0
  5. Strategic withdrawals
  6. Other considerations

Benefits

The panel will cover these and other critical issues:

  • Examples of advanced qualified retirement plan designs
  • Investment strategy to maximize benefits
  • SECURE 2.0 guidelines for withdrawals from retirement plans
  • Planning under the current distribution rules to minimize tax paid by beneficiaries

Faculty

Horowitz, Kenneth
Kenneth A. Horowitz, CLU® ,ChFC®, RICP®, AEP®
Financial Coach
Integrated Benefit Consultants

Mr. Horowitz entered the life insurance business in 1989 after a short career in the commercial real estate...  |  Read More

Jock, Daniel
Daniel Jock
President
Cornerstone Retirement

Mr. Jock is an enrolled actuary for employers large and small. He provides retirement-specific continuing...  |  Read More

Attend on November 3

Early Discount (through 10/10/25)

CPE credit processing is available for an additional fee of $39.
CPE processing must be ordered prior to the event. See NASBA details.

Cannot Attend November 3?

Early Discount (through 10/10/25)

CPE credit is not available on downloads.

CPE On-Demand

See NASBA details.

BARBRI | Strafford

Strafford is Now Part of BARBRI for Professionals!

The same expert-led professional development courses you know and love from Strafford are now part of BARBRI, the trusted global leader in legal education.

Please note that the Strafford website will soon be archived. All programming, account details, and certificates will soon be migrating to our new site at barbri.com/professional-development.

All customers will be notified once this migration has been completed.