Meeting Details

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ASPPA Webcast: Tax Credits and Deductions - How to Save While Saving for Retirement-OD
April 5, 2022 To April 5, 2023
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Recorded Webcast
1.00 ASPPA Credit
1.00 ERPA
1.00 JBEA Non-Core

Speaker: Bob Kaplan, CFP, CPC, QPA, QKA, Director of Technical Education, American Retirement Association


Experience Level for Attendees: All


Target Audience:  TPAs, advisors, administrators


Keywords:  Credit, tax, deductions


IRS Program Number:  CZTXU-Q-01450-22-S


Description:  To encourage retirement plan adoption and individual saving for retirement, the government offers incentives in the form of tax benefits for both employees and employers. During this interactive session we’ll address these incentives, including credits for small employers adopting plans and tax credits for participants with modest incomes. We’ll also address deductions for employers, including those who adopt multiple plans.

  • List Price: $106.00
  • Member Price: $65.00
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