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A Practitioners Guide to IRAs and Qualified Retirement Plans (110024-14)

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. 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
CPE Field of Study
Taxes
8
Prerequisites
none
Location
 
MACPA Columbia Center
10280 Old Columbia Rd
Columbia, MD 21046 US
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Event Information
When
Oct 6, 2014
8:00 am - 3:30 pm EST
Location
MACPA Columbia Center
10280 Old Columbia Rd
Columbia, MD 21046 US
Total CPE Credits
8
Format
In-Person

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$ (% off)
$295.00

NON-MEMBER


$ (% off)
$395.00
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A Practitioners Guide to IRAs and Qualified Retirement Plans (110024-14)


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