SCORE Workshop: How to Set Up a Retirement Plan For You & Your Employees

Description

This presentation is about doing something great for oneself and their employees: setting up and maintaining a retirement plan. SCORE will be looking at two retirement plans that are easy to operate and have significant tax advantages, SEP and SIMPLE IRA plans both hold participants' retirement assets in traditional IRAs. An employer funds SEPs with employer contributions. SIMPLE IRA plans provide for both employer and employee contributions.

Learn about:
• Reasons for adopting a retirement plan
• SEPs and SIMPLE IRA plans, which are tailor-made for business owners
• Where to go for retirement plan information provided by the IRS

John Rumbold of Rumbold Tax Advisory presents this workshop. John has worked as a tax preparer and advisor for fourteen years. Currently, he is a tax practitioner at Rumbold Tax Advisory, responsible for tax preparation and tax planning for individuals and business entities. He also works part-time for a tax audit defense company, representing taxpayers before all administrative levels of the IRS and state taxing agencies. Prior to forming his own tax practice in 2006, he worked as a tax specialist at H&R Block for seven years.
 
Please click here to pre-register.