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Retirement Planning; IRA's

Available Until

OnDemand

1.00 Credits

Member Price $39.00

Non-Member Price $69.00

Overview

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.

  • Course Instructor: David Peters
  • 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

    Notice

    This is a OnDemand course offered by a 3rd party vendor. Course access information will be emailed directly to you by CPA Crossings. This is an OnDemand course offered by a third-party vendor. To access the course after purchase, go to My NESCPA and then My CPE and click on My OnDemand. Individual courses are available 90 days from the date of purchase.

    Non-Member Price $69.00

    Member Price $39.00