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A Practitioner's Guide to IRAs and Qualified Retirement Plans (Currently Unavailable)

CPE Credit:

2 hours for CPAs
2 hours Federal Tax Related for EAs and OTRPs
2 hours Federal Tax Law for CTEC

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.

Publication Date: November 2013

Designed For
CPAs,RTRPs, and finance professionals

Topics Covered

Regular IRAs
Roth IRAs
Coverdell Education Savings Accounts
SIMPLE IRAs
SEPs
Basics of qualified plans
Defined benefit pension plans
Defined contribution plans
401(k) plans, including Roth 401(k)s
Choosing the best plan for each client
Minimum distribution rules

Learning Objectives

Identify and focus on a variety of issues related to IRAs and qualified retirement plans to enable practitioners to better meet each client's needs.

Level
Basic

Instructional Method
Self-Study

NASBA Field of Study
Taxes (2 hours)

Program Prerequisites
None

Advance Preparation
None

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