Do You Really Understand the Different Type of Retirement Plans Available Today?
(SK CPE) (CFP)
Mark Badami, CFP®, John Baldi, PFS, CPA
We will provide more than an overview of the different type of retirement plans from SIMPLE IRA's to New Comparability, Super Comp and Defined Benefit plans. Who qualifies, deadlines, eligibility, funding, limits, vesting, Administration and reporting? At the end of this program, you’ll feel more comfortable introducing the various retirement options to your clients!