Business Retirement Bliss: Strategies for a Smooth Transition
This webinar will focus on what can be a very stressful time for a taxpayer—retirement!
It begins with an overview of retirement plans for the small business owner and the
importance of saving for retirement. Updates for the SECURE Act 2.0 are discussed. Next the program discusses the transition from employment to retirement. This
can be a tumultuous time for our clients. We can help ease that transition by assisting
our clients with retirement distribution planning, rollovers, preliminary estate planning,
and much more.
2 IRS CE/2 NASBA CPE*
"Our best deal is always to become a monthly subscriber"
*Self-Study recording not available for NASBA CPE credit.
Jaye E. Tritz
,
EA, CFP
Jaye E Tritz, EA, CFP ® holds a bachelor’s degree from Northwestern University and hasrecently retired from active tax practice. She was formerly a multi-unit franchise ownerwith H&R Block, having been twice honored as National Franchisee of the Year by thatcompany. During her thirty-one-year career as a tax preparer, she earned her EnrolledAgent designation in 1997 and became an NTPI Fellow in 2010. Jaye is also a CertifiedFinancial Planner and holds Series 6, 7, and 63 securities licenses. Jaye has been anationally recognized instructor and presenter for over 15 years.
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