American IRA will be hosting a webinar on maximizing retirement contributions through effective year-end planning. This session will explore contribution limits, eligibility requirements, important deadlines, and potential tax advantages for traditional and Roth retirement accounts.

The discussion covers how income and age can impact contribution options, along with Solo 401(k) strategies involving employee, employer, and eligible after-tax contributions. Attendees will gain practical insights to help evaluate their retirement accounts, avoid common mistakes, and make the most of available contribution opportunities.

What You’ll Learn

1. Find Your Remaining Contribution Room
You may still have opportunities to add to your retirement savings for the year. Learn how your account type, income, age, and contributions already made affect how much more you may be eligible to contribute.

2. Match Contributions to Tax Goals
Explore how traditional and Roth contributions fit different tax planning goals, including potential deductions today and Roth savings for retirement. Learn why checking your eligibility and account-specific deadlines belongs on your year-end planning checklist.

3. Explore Additional Contribution Options
Business owners and the self-employed may have contribution opportunities beyond employee deferrals. Discover how employer and eligible after-tax contributions can help Solo 401(k) participants make fuller use of their plan.

Register to Access:

• Early Access Recording.

• A First Look at What’s in The Works.

• Get Expert Answers.

Save the Date: December 2nd at 12:00 PM ET