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Retirement Planning
Chapter 7: Plan Installation & Administration/DEDUCTION OF CONTRIBUTION
Warren Academy Course SyllabusSyllabus Slides
Chapter Study Session

Chapter 7: Plan Installation & Administration

DEDUCTION OF CONTRIBUTION

01.Core Concepts

• Limited to 25% of overall employee covered compensation • Where to deduct? • Sole Proprietors – Schedule C • Farm – Schedule F • Partnership – Form 1065 • Corporation – Form 1120 • Self-Employed Person – Deduction for AGI on Form 1040