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A Practitioners Guide to IRAs and Qualified Retirement Plans (17WL16-14)

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
TBD
Prerequisites
none
Location
LIVE- ONLINE WEBCAST
Event Information
When
Oct 6, 2014
8:00 am - 3:30 pm EST
Location
LIVE- ONLINE WEBCAST
Total CPE Credits
8
Format
Webcast Replay

Register for this Event

A Practitioners Guide to IRAs and Qualified Retirement Plans (17WL16-14)


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