Josh Roth is a Financial Advisor in the Private Client Group of UBS/PaineWebber. As a former member of the ICCA, he understands the issues of the Independent Contractor. Through his current business, he educates current ICCA members on relevant topics that are financial in nature. His partner, Noah Tenenhaus, is a Retirement Planning Specialist with the private, independent money management firm Lord, Abbett & Co., LLC. Prior to his employment with Lord, Abbett, Noah helped build the Retirement Plan at Goldman Sachs. Their discussion centers on the new tax laws that were passed last year, The Economic Growth and Tax Relief Reconciliation Act of 2001. With the passage of this new legislation, Independent Contractors can now shelter more of their income from taxes through various Retirement Plans.

What will be covered:

• New retirement strategies based on the Economic Growth and Tax Relief Reconciliation Act
• New contribution limits
• One Person 401(K) plans
• Techniques to shelter more money from taxes
• For those companies with employees, techniques for business owners to receive the lion's share of a pension contribution.