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A Practitioners 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
  1. To focus on a variety of issues related to IRAs and qualified retirement plans to enable practitioners to better meet each client's needs.
Major Topics
  1. Regular IRAs
  2. Roth IRAs
  3. Coverdell Education Savings Accounts
  4. SIMPLE IRAs
  5. SEPs
  6. Basics of qualified plans
  7. Defined benefit pension plans
  8. Defined contribution plans
  9. 401(k) plans, including Roth 401(k)s
  10. Choosing the best plan for each client
  11. Minimum distribution rules
Course Level
Update
Professional Area of Focus
Personal Financial Planning
Tax
CPE Field of Study
Taxes
8
Who Should Attend

CPAs, EAs, attorneys, financial planners, insurance agents, bankers

Instructor(s)
Arthur Werner
Prerequisites
Basic knowledge of IRAs or Retirement Plans
Advanced Preparation
  1. None
Location
 
Loyola Graduate Center
2034 Greenspring Dr
Lutherville-Timonium, MD 21093 US
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Event Information
When
Aug 30, 2017
8:00 am - 3:30 pm EST
Location
Loyola Graduate Center
2034 Greenspring Dr
Lutherville-Timonium, MD 21093 US
Total CPE Credits
8
Format
In-Person

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$395.00
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A Practitioners Guide to IRAs and Qualified Retirement Plans


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