PareShah Partners
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Protect for today, build for tomorrow. www.pareshah.com/disclosures Financial Service
We just released a new 10-minute educational video breaking down the advantages and disadvantages of a SEP IRA—one of the most flexible retirement planning tools for self-employed individuals and small business owners. The goal is to help you understand how this strategy works, when it’s beneficial, and where its limitations may affect long-term planning.
In the video, we cover contribution limits, tax benefits, employer-only funding rules, and how SEP IRAs compare with other retirement plan options. Whether you’re an entrepreneur looking to optimize savings or evaluating the right plan for your business, this overview provides clear, actionable insight.
We hope you find it valuable and encourage you to share it with clients, colleagues, or anyone exploring smart retirement solutions.
09/19/2024
On Tuesday, we had the pleasure of hosting a successful CPE seminar on "All Things Roth," where I had the opportunity to speak about this critical tool for retirement planning. We covered the history of Roth accounts, recent changes, and safeguards to consider when implementing Roth strategies.
The attendees were highly engaged and shared some great feedback:
• "This webinar on Roth, an important tool for retirement period planning, was nicely presented and gave a good overview of history, details of recent changes, and safeguards to follow in implementing."
• "Excellent presentation of a complex topic regarding retirement savings strategies."
• "Excellent presentation! You really are well-versed on the topic."
Thank you to everyone who participated. We are having a rerun on this topic today, 9/19 and Monday, 9/23. You can sign up with the link below.
Earn 1 CPE Credit | Sept. 17th, 19th or 23rd | 2:00 - 3:00 PM Complimentary: Join us on September 17th, 19th or 23rd @ 2:00 PM
09/13/2024
Join us for an insightful webinar on ”All Things Roth,” where we will explore the growing significance of Roth accounts in retirement planning, especially in light of the SECURE Act 1.0 and 2.0 changes. Don't miss this opportunity to understand how these legislative updates can impact your financial future!
Earn 1 CPE Credit | Sept. 17th, 19th or 23rd | 2:00 - 3:00 PM VIRTUAL EVENT: Join us on September 17th, 19th or 23rd @ 2:00 PM
Click here to claim your Sponsored Listing.
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333 Jericho Turnpike, Suite 211
Jericho, NY
11753
Opening Hours
| Monday | 9am - 5pm |
| Tuesday | 9am - 5pm |
| Wednesday | 9am - 5pm |
| Thursday | 9am - 5pm |
| Friday | 9am - 5pm |
