All 2020 CPE and networking events have been moved online. Visit our updated catalog »

Webinar(CA): Retirement Distributions: Planning Options

Description

Retirement accounts are a critical asset. Go beyond calculations. Learn to provide retirement planning.
Beneficiary rules are changing. Improper choices and faulty distribution calculations can result in penalties or unnecessary taxes. Changes that affect late rollovers and relief for those in disaster areas show that the law is dynamic and updates are necessary.
Course materials contain new regulations governing plan distributions and copies of all appropriate IRS forms and rulings, updated with the latest cases, rulings, regulations and legislation.

Learning Objectives

Recognize key income and penalty tax issues in connection with retirement distributions.
Determine how the death of an owner or beneficiary affects distribution calculations.
Identify the pros and cons of various beneficiary choices to assist your client in selecting the best options.

Major Topics

Roth IRA: The right choice?
Income tax treatment of distributions from qualified plans of all types.
Relief for late rollovers and disaster victims.
Strategies for distributions before age 59.5.
Laws, regulations and IRS rulings concerning plan distributions.
Avoiding the 50 percent penalty on deficient distributions.
Integration of estate planning with distribution decisions.
Surviving spouse opportunities and dilemmas.
Self-directed IRA investment problems.

Provider
California CPA Education Foundation
Course Level
Intermediate
CPE Field of Study
Tax
8
Who Should Attend

CPAs, tax professionals, financial planners, attorneys and investment advisers.

Instructor(s)
Mary Kay Foss, CPA
Prerequisites

Experience in individual tax preparation and planning and general knowledge of retirement plans.

Advanced Preparation

None

Location
Webinar
Register Now
When
Dec 3, 2020
7:30 am - 3:00 pm MDT
Location
Webinar
Total CPE Credits
8
Format
Webinar

MEMBER


$ (% off)
$295.00

NON-MEMBER


$ (% off)
$400.00
Become A Member

Register for this Event

Webinar(CA): Retirement Distributions: Planning Options


Your browser is out-of-date!

Update your browser to view this website correctly.

Update my browser now

×