Leveraging Tax Credits and Deductions for Your Retirement Plans
(Online or In Person)
Presenter: Perry Goldschein
Perry will share about substantial recent tax credits available for small businesses in setting up a group retirement plan for their employees. These credits can offset most of the expenses for setting up and operating such plans for business owners. He'll also discuss how solopreneurs can save more for retirement, as well as save more on their taxes at the same time; and how all business owners can hedge/buffer their portfolios against market volatility as they plan for retirement.
Key Takeaways:
- Tax credits to help you and/or your team save for retirement.
- How solopreneurs can save more for retirement & on taxes at the same time.
- Hedging/buffering your portfolio to keep your retirement on track.
Note: Images from this event may be used for promotional purposes.
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Perry Goldschein, J.D., is a financial advisor with Equitable Advisors, LLC. Perry advises clients on financial planning, investment strategies and insurance, with a focus on entrepreneurs/solopreneurs, businesses and environmental, social and governance issues (ESG).
Perry is a former lawyer and management consultant, bringing vast business experience to his advising practice. He has worked with a variety of clients over 20 years, from individuals to the Fortune 500. He earned his J.D. from the University of California, Davis, and his B.A. from University of Pennsylvania.
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SPECIAL NOTE: This will be a hybrid event where you can attend in-person or by Zoom.
To attend by Zoom, register and click the link above. You will be sent two (2) emails, one from RPCN and one from Zoom. Open the Zoom email to register (and Join) this event.
This event is is also available In-Person in a pleasant conference room at the Al Sigl Center. Attending in-person is highly encouraged. For details and instructions, CLICK HERE.
COST: Free for members; $25.00 for non-members.
Spotlight your business! Sponsor a meeting. For details and to sign up, click on the Register button above.
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Contact us at helpdesk@rochesterconsultants.org if you experience any trouble registering for this event.
{834 5408 6800}
