Many investors have thought about investing and financial planning, setting up a qualified retirement plan of some sort. These can range from a traditional defined benefit plan, to a profit sharing plan, 401k or a combination of all the above. What investors often overlook is how their qualified retirement plan fits into their overall tax planning goals – be they to reduce future tax liabilities, maximizing current tax benefits, or how to effectively protect their family or business.
On November 10th and 17th, 4Thought Financial Group and Metropolitan Commercial Bank will be presenting two CE-credit eligible courses on how to use qualified plans as a tax planning tool. Learn how to effectively minimize the tax liabilities of your clients and help them fulfill their financial goals.