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Retirement Plans - Mini CourseCode: 25-RETIRE2
Price: $29.95
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Course Details
77 pages
Course description and objectives:
We are all (including tax practitioners) getting older, and the need for effective retirement planning has never been greater. This course is essential for participants who wish to attain a comfortable retirement for themselves and their clients by maximizing tax saving strategies. Designed to improve the quality of services to clients and the profitability of engagements, this presentation integrates federal taxation with retirement planning. The emphasis is on practical simplicity in dealing with the self-employed and highly compensated individual. Distribution options from IRAs and other retirement plans are explored.
Course Objectives:
After reading the materials, participants will be able to:
1. Differentiate between qualified and nonqualified deferred compensation plans listing the tax advantages and disadvantages of each, explain the requirements of a qualified pension plan, and discuss how the basic ERISA provisions define the elements of qualified plans.
2. Compare defined contribution plans with defined benefit plans naming the five types of defined contribution plans and describing their effect on retirement benefits.
3. Discuss the elements of Roth IRAs and traditional IRAs by explaining how distributions work, how to set up the various IRAs, when tax-free rollovers can be utilized, designating beneficiaries, distributing to beneficiaries, contribution limits for various IRAs, and recharacterizations of Roth IRA contributions.
Presentation Method: Self-Study
Category: Taxation
CPE credit: 3 Hours
Program Level: Update
Prerequisites: None
Advance Preparation: None
Exam expiration date: Participants must submit exams for grading within one year from the date of purchase
$29.95
RETIREMENT PLANS - MINI COURSE
Once again I have enjoyed learning and increasing my knowledge about a very up-to-date subject. Danny Santucci presents the material very efficiently and I always learn from him something that will help me in my business.
Douglas Amaxopulos
06/26/2020
Verified Buyer
AMAX & CO INC
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For more information regarding refunds, complaints, or cancellation policies, please contact our offices at 817-477-0222.
American CPE, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org
