MjInvestments Posted October 18, 2017 Posted October 18, 2017 I work for a Wealth Management firm, and I have dealt a bit with SIMPLE IRA's, SEP's, and Solo 401(k)'s. I have read alot of the IRS Materials on these plans and have executed these plans, but I would like some formal education/guidance on these plans. Are there any educational webinars or exams I could take that would deepen my knowledge of the issues surrounding these plans? I plan on taking the QKA next year at some point, not sure if that material is covered. I know its a small topic but my worst feeling is when I tell a client something and I end up not painting a full picture or making them aware of issues or simply being wrong. I did look at the recorded presentations here and could not find anything - let me know if i missed something.
Bob the Swimmer Posted October 21, 2017 Posted October 21, 2017 Each of the major mutual fund firms--Vanguard, Fidelity, Schwab, etc. have materials on these that are fairly comprehensive and understandable as well. Hope that helps !
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