Personal Retirement Investments, Income, and Expenses (On-Demand) 2019

Description

In this four-part, 3-hour narrated PowerPoint video, Tom Tillery will examine personal retirement savings vehicles, including IRAs and other retirement plans. Social Security, Medicare and Medicaid, and Retirement income and expenses will also be considered.

Learning Objectives
  • Calculate annual contribution limits for an IRA.
  • Differentiate the benefits of a traditional IRA and a Roth IRA.
  • Determine who can receive Social Security retirement benefits.
  • Identify the eligibility requirements for Medicare.
  • Identify minimum qualified plan distribution requirements for employees at age 70½.
  • Recall the requirements of a salary continuation plan.
Major Topics
  • Personal retirement savings vehicles, including IRAs and other retirement plans.
  • Social Security, Medicare and Medicaid.
  • Retirement income and expenses
Provider
AICPA
Course Level
Intermediate
CPE Field of Study
Specialized Knowledge and Applications
3.5
TBD
Who Should Attend
CPAs and financial planners with basic knowledge of, and interest in, personal financial planning
Prerequisites

None.

Advanced Preparation

None.

Purchase Now
When
Available 24/7
Location
Online
Total CPE Credits
3.5
Format
On-Demand

MEMBER


$ (% off)
$79.00

NON-MEMBER


$ (% off)
$99.00
Become A Member

Purchase This Program

Personal Retirement Investments, Income, and Expenses (On-Demand) 2019


Your browser is out-of-date!

Update your browser to view this website correctly.

Update my browser now

×