There Is Still Time to Save On Qualified Plans. Register Now!

2023 has come to a close and business owners everywhere are getting ready to file their taxes for the year. It is at this time that business owners become aware of their projected tax liability. Many may express remorse for not engaging in tax planning during the year and missing out on opportunities to save. Business owners and many CPAs are unaware of a tremendous savings opportunity that still exists from the previous tax year.

Educating business owner clients and the CPAs that support them about qualified plans and the advantages that they offer, even after the end of the tax year, provides a valuable opportunity for agents to further expand their business.

Following the passage of the Secure Act in 2020, businesses have until their tax filing deadline (plus extensions) to establish and fund a qualified plan where the contribution is 100% employer funded. Employer-funded plans covered under this extension include SEP IRAs, Profit Sharing Plans, 412E3 plans and more.

For more on this topic –

Register for this upcoming webinar presentation on Qualified Plans hosted by our Advanced Markets Team.

Identifying the opportunity, Overcoming Objections and Finding a Solution

Presented by Advanced Markets
Thursday, January 25
1:00 p.m. ET, 12:00 p.m. CT

Register

National Life is here to assist in helping your clients establish a qualified retirement plan. Our Advanced Markets Team can discuss the various options that exist in this space and design a proposal for a plan that aligns with the goals and objectives of the business owner. Ready to get started? Click the link below to get a copy of the Qualified Plan Fact Finder. Submit it to QPM@nationallife.com once completed. Be sure to also check out our Qualified Plan Playbook which provides a comprehensive look at these plans and the benefits they can provide to business owners.