Webinar

Tax season planning for self-employed clients

About the webinar

Tax season is often when self-employed and owner-only business clients feel the biggest impact of retirement plan decisions—sometimes too late to change the outcome. In this webinar, we’ll explore how financial advisors can use Solo 401(k)s as a powerful tax-planning tool for high-earning solopreneurs who’ve outgrown traditional IRAs and SEP IRAs. We’ll walk through common client scenarios, highlight where standard approaches fall short, and outline how advisors can create meaningful tax savings without adding complexity to their practice.