Presentation: Saving for Retirement
Channel: San Francisco Public Library
Date: 20/04/2021

Learn about SEP-IRAs, SOLO 401(k)s, Roth vs. Traditional, Backdoor Roths, the Mega-Backdoor and other tax-advantaged savings opportunities. Figure out which plans are best for you, how to integrate your small business plan with your spouse's workplace plan, maximizing family contributions and making the most of new tax incentives for small business plans. Presented by Heather C Liston, CFP, Enrolled Agent.