12:00 - 1:30
All the facts about SEP-IRAs, SOLO 401(k)s, Roth vs. Traditional, Backdoor Roths, the Mega-Backdoor and other tax-advantaged savings opportunities. Figuring 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.
About the speaker: Heather C. Liston, CFP®, Enrolled Agent, teaches courses at UC Berkeley Extension in Income Tax, Employment Benefits & Retirement Planning and Retirement Income Planning. She is a fee-only financial planner with Hargrave Fiduciary Advisors, and also a tax advisor and preparer. She particularly enjoys helping clients navigate the less romantic aspects of their personal relationships, including how to combine resources and work toward joint goals, and the effects of marital status on taxes, estate planning and retirement savings. CFP®, EA