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Webinar(CA): IRAs: Tax Efficient Tools for Retirement


Review new tax provisions affecting IRAs from the both the SECURE Act (effective January 1, 2020) and the CARES Act (applies to 2020)! Explore how the SECURE Act and the CARES Act may affect your clients’ retirement and wealth planning strategies.Review new life expectancy tables (effective January 1, 2021) used for computing required minimum distributions, compare them to the current tables, and discuss implications of the change. We will also examine recent legislative and administrative developments dealing with IRAs.Help your clients tax efficiently save for retirement. Review the ins and outs of contributions to, distributions from, and tax planning for various types of individual retirement accounts (IRAs). For example, with the recent decline in the market, it may be time to consider converting from traditional retirement accounts to a Roth IRA. We’ll discuss that decision. The comprehensive IRA reference materials provided to participants, including examples of relevant tax law applications and tax planning strategies, will help you provide value to clients.

Learning Objectives

Understand how the recently passed SECURE ACT affects IRAowners.
Discuss Proposed Regulation providing revised life expectancy tables.
Evaluate factors relevant in making the Roth vs. traditional IRA decision, including understanding whether rolling from a traditional into a Roth IRA makes sense.
Identify other tax planning opportunities associated with IRAs.
Determine similarities and differences between various IRAs such as traditional, Roth, SEP, Individual 401k and SIMPLE. This includes comparing traditional 401ks and Roth 401ks to IRAs.
Calculate maximum contributions to various IRAs.
Determine the taxability of distributions from various IRAs.
Identify when early withdrawal penalties apply to distributions from various IRAs.
Compute required minimum distributions from IRAs under the newly passed SECURE Act rules.

Major Topics

The SECURE Act, particularly as it relates to IRAs.
Contribution and deduction limits (including phase-outs) to traditional, Roth, SEP, Individual 401ks and SIMPLE IRAs.
Taxation of distributions from various IRAs.
Rollover rules to/from different retirement accounts.
Required minimum distribution (RMD) rules from IRAs.
Overview of factors relevant to Roth vs. traditional IRA decision and whether it makes sense to roll from a traditional retirement account to a Roth IRA.

California CPA Education Foundation
Course Level
CPE Field of Study
Who Should Attend

Professionals wanting to learn about new tax laws associated with IRAs and interested in helping clients save for retirement in a tax efficient manner.

Brian Spilker

General knowledge of individual/business income taxation and retirement accounts.

Advanced Preparation


Event Information
Jan 19, 2021
7:30 am - 3:00 pm MST
Total CPE Credits


$ (% off)


$ (% off)
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Webinar(CA): IRAs: Tax Efficient Tools for Retirement

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