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Practical and Tactical Actions for Small Business Owners

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Mary Read By Mary Read
It’s not what you earn – it’s what you keep. Small business owners may be missing out on tactics and strategies designed to help them maximize their business income and achieve retirement savings goals for themselves and their employees.

Hear from Mary Read, National Director of Pension and Protection Planning for Pentegra to learn about strategies such as applying the 199A tax deduction, using qualified and executive compensation arrangements to increase retirement income security, and implementing a plan governance process to mitigate fiduciary liability, as well as others.

*Disclaimer: This recording is not eligible for Continuing Education Credits.

Author

Mary Read
Mary Read

Mary Read CPC, QPA has more than 30 years of experience supporting financial advisors and designing and establishing qualified plans for closely held businesses.  Read is  a frequent speaker and contributor to financial industry publications, teaches  pension classes for financial professionals of major financial institutions,  and has been a featured speaker at national meetings for the Society of Financial Service Professionals, the Association for Advanced Underwriting (AALU), LIMRA, Million Dollar Round Table (MDRT) and the Form 400.   She is the National Director of Qualified Plan Marketing for Pentegra.