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