All 2020 CPE and networking events have been moved online. Visit our updated catalog »
Tightening down the hatches and intelligently using tax breaks to help leverage one’s future is critical to being able to retire and retire well. This course locks down on building a future to count on via a thorough exploration of all tax and asset protection aspects individual retirement accounts and related arrangements
To identify IRA and individual retirement plan income and estate tax planning maneuvers, investigate asset protection features of retirement savings vehicles and explore foundational requirements, operational boundaries, opportunities and pitfalls of IRAs, Roth IRAs, SIMPLE plans and SEP plans from the individual retirement perspective
* Deductible, nondeductible, spousal, conduit, traditional and Roth IRAs * Qualification requirements, investment restrictions and prohibited transactions * Income tax reporting and disclosure rules and income tax withholding requirements * Early distribution penalties and how to avoid them * Conversion from traditional to Roth IRA, recharacterization and reconversion * SEP and SIMPLE plans: eligibility, employee elective share and matching and distributions * Rollovers, trustee to trustee transfers to/from IRAs, qualified plans and decedents * Self directed IRAs dos, don’ts, upside and treachery * Forced distributions at retirement and after death * Estate planning: avoiding IRD problems, funding marital bequests, special Roth features, charitable giving and estate liquidity planning * Self Directed IRAs opportunities and steering clear of trouble * Fabulous college planning/wealth building in children via IRAs and stretch IRAs
CPAs and other interested persons who: wish to grasp cradle to grave IRA and retirement planning; engage in income and estate tax planning; prepare tax returns; and wish to personally retire from work before they
None
None
