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