Financial Planning

Where are you putting your retirement $? Are you paying taxes now or pushing that tax bill into retirement? What accounts are you utilizing for yourself, as well as your business? An argument can be made that where you put your retirement contributions could be more impactful than just the rate of return earned on those dollars.

This webinar discusses the pros vs. cons, as well as costs associated with accounts ranging from SIMPLE/SEP/Roth IRAs to 401(k)s, and profit sharing plans. Additionally, we will talk about employer state mandates and how to ensure we are compliant.

With this knowledge, you can confidently decide which accounts are a fit for you, your company, and your employees. Learn the key elements on both personal and business financial planning and how they affect each other.

Presented by Bradley R. Scoular, Partner, Financial Planner at GWS&A.