A Practitioner’s Guide to IRAs and Qualified Retirement Plans

Description

More and more practitioners are expanding their practices by offering retirement planning advisory services. This course focuses on a variety of issues dealing with IRAs and qualified retirement plans. When practitioners understand the advantages and disadvantages of IRAs and qualified retirement plans, as well as the tax implications and designs of these plans, they are better equipped to meet their clients’ needs.

Learning Objectives
  • Define the different IRAs
  • Recognize SEPs, qualified plans, and contribution plans
  • List 401(k) plans
  • Compare plans
  • Identify minimum distribution rules
Major Topics
  • Regular IRAs
  • Roth IRAs
  • Coverdell Education Savings Accounts
  • SIMPLE IRAs
  • SEPs
  • Basics of qualified plans
  • Defined benefit pension plans
  • Defined contribution plans
  • 401(k) plans, including Roth 401(k)s
  • Choosing the best plan for each client
  • Minimum distribution rules
Provider
Werner-Rocca
Course Level
Basic
Professional Area of Focus
Tax
CPE Field of Study
Taxes
8
Who Should Attend
CPAs, finance professionals
Instructor(s)
Anthony Rocca
Prerequisites

None

Advanced Preparation

None

Location

Loyola Graduate Center, 2034 Greenspring Dr Timonium, MD 21093

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When
May 31, 2019
8:00 am - 3:30 pm EDT
Location
Loyola Graduate Center, 2034 Greenspring Dr Timonium, MD 21093
Total CPE Credits
8
Format
In-Person
Instructor
Anthony Rocca

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$255.00
Price includes $40 early registration discount(s) - expires 04/30/2019
Price increases to $295.00 on 05/01/2019

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$ (% off)
$355.00
Price includes $40 early registration discount(s) - expires 04/30/2019
Price increases to $395.00 on 05/01/2019
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A Practitioner’s Guide to IRAs and Qualified Retirement Plans


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