- Business Law
Should You Consider Converting a Large 401(k) or IRA to a Roth?
Date & Time
- October 15th @ 12:00 PM (PST)
Description
- If you own a business and you are still paying taxes like an employee, something is wrong. Year end is when business owners have the most control, yet most leave money on the table by default. This webinar dives into owner driven compensation strategies and defined benefit plans that can aggressively reduce taxes while accelerating retirement savings. We will show how the right mix of bonuses, retirement contributions, and custom Defined Benefit plans could turn profits into deductions before the calendar runs out. You will also learn why waiting until December kills flexibility and how smart owners plan earlier to keep control. This webinar is hosted by attorney Jim Cunningham with the financial advisors at Ascent Wealth Management.