Broker Check
25 March
Small Business Owners Tax‑Smart Retirement Strategies

Description

Join us on March 25 at 10:00 AM for a live webinar hosted by Principal® and Gabriel Sakellaridis from Noble Wealth Advisors®. With tax season underway, now is the moment for small & medium sized Business Owners to reduce taxable income, meet state requirements, and take advantage of new incentives. This session will not be recorded.

Topics include:

  • Maximizing deductible contributions through 401(k) and profit‑sharing plans
  • Spousal employment strategies to boost family contributions
  • Real‑world tax‑savings examples for high‑income businesses
  • Cash balance plans for larger, targeted deductions
  • State retirement plan mandates and what SMBs must do in 2025
  • Federal start‑up tax credits worth up to $5,000 per year

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Date and Time

Wed, Mar 25, 2026

10:00a - 10:30a EST

Location

Virtual (Link to Follow)

PT30M20S

Event Registration

Will you be able to attend this event?