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22WX-2480: Retirement Planning: IRAs (Webinar)

If you have questions about this event, please call us at 952-831-2707.

Date Thursday, December 8, 2022
Time 9:00am - 10:00am
Central Time
Location Online
CPE credits CPE 1.0
Field(s)
of study
Taxes - Technical (1.0)
Instructor David Peters, CPA, CFP, CPCU, MST, MBA
American Institute of Certified Public Accountants
Fees
Standard Member Fee $49.00
Standard Nonmember Fee $49.00

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.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Who should take this program?

CPAs and financial advisors who want to know more about the basic theory and concepts behind financial planning utilizing IRAs.

Major subjects

  • 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)

Learning objective(s)

  • 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

Notes:

Course code Code 22WX-2480
Sponsor CPA Crossings, LLC
NASBA ID#: 108744
Level Basic
Format Group Internet Based
Prerequisites Prereq. None
Advance
prep
None

If you have questions about this event, please call us at 952-831-2707.