23WA-1931: Keeping the IRS out of Your Retirement (Webinar)
If you have questions about this event, please call us at 952-831-2707.
Friday, June 9, 2023
3:00pm - 4:00pm Central Time
1 CPE (1 technical)
Money accumulated in IRAs, 401(k) Plans and other qualified accounts will all be taxable when distributed during life or at death. Most clients are unaware of ways to reduce the tax bill on the distributions. This session will explore ways to reduce taxes, eliminate Required Minimum Distributions, reduce market risk and put control of when and how to use the money back in your clients' hands.
Major subjects
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Repositioning Qualified Money to eliminate growing tax burden
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Eliminate Required Minimum Distributions
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Use IRS Safe-Harbor Rules unknown to most advisors to save taxes on qualified accounts
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Increase legacy
Learning objective(s)
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Gain an understanding of pros and cons and tax consequences of distribution options
Who should take this program?
CPAs, financial advisors, and tax advisors
Fees
Our records indicate
you are a
nonmember.
If you register, you will be charged
$39.00
(Standard Nonmember Fee).
Members: Please
log in
to receive member fee.
|
Standard Member Fee |
$39.00
|
 Standard Nonmember Fee |
$39.00
|
