Retirement Planning; IRA's
Available Until
On-Demand Only
1.00 Credits
Member Price $39.00
Non-Member Price $59.00
Overview
Description:
Having sufficient assets to live a comfortable and secure retirement is one of the concerns that many people face. This concern cannot be resolved without having a solid retirement plan. In this course, we will discuss the fundamentals of IRAs, stating the rules related to contributions and distributions and highlighting the effect of the recent tax law changes on the planning process.
Learning Objectives:
After attending the presentation you will be able to...
- State who may contribute to a Traditional IRA and a Roth IRA
- Recognize how recent legislation has affected the taxation of IRAs
- Identify contribution, distribution, and RMD planning considerations when working with IRAs
Program Content:
The major topics that will be covered in this class include:
- IRA Types & Basic Requirements
- MAGI Thresholds for Traditional & Roth IRA's
- IRA Distributions
- Handling Coronavirus Distributions
- Handling Roth IRA Distributions
- Required Minimum Distributions
- Qualified Charitable Distributions (QCD's)
Who should attend: CPAs and financial advisors who want to know more about the basic theory and concepts behind financial planning utilizing IRAs.
Developed By: Peters Tax Preparation & Consulting
Instructor: David Peters
CPE Credit: 1.0
Field of Study: Taxes (1 CPE)
Program Level: Basic
Prerequisites: None
Advanced Preparation: None
Format: QAS Self Study
Highlights
- IRA Types & Basic Requirements
- MAGI Thresholds for Traditional & Roth IRA's
- IRA Distributions
- Handling Coronavirus Distributions
- Handling Roth IRA Distributions
- Required Minimum Distributions
- Qualified Charitable Distributions (QCD's)
Prerequisites
None
Designed For
CPAs and financial advisors who want to know more about the basic theory and concepts behind financial planning utilizing IRAs.
Objectives
- State who may contribute to a Traditional IRA and a Roth IRA
- Recognize how recent legislation has affected the taxation of IRAs
- Identify contribution, distribution, and RMD planning considerations when working with IRAs
Preparation
None
Non-Member Price $59.00
Member Price $39.00