A Practitioners Guide to IRAs and Qualified Retirement Plans (LITX35)

Wednesday, June 21, 2017 | 8:30 AM - 4:00 PM (Registration at 8:00 AM) EST |

Instructor

Anthony Rocca

Description

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.

Objectives

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

Cost

Early Bird Registration: $269 SCACPA Members (by 5/31/2017)
Standard Registration: $294 SCACPA Members, $394 Non-Members
Firm Discount: ($15)
Reciprocal Discount: ($100)
Bundle and Save Discount: ($20)

Major Topics

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

DETAILS

Course Code:
LITX35

Credits:
4.00 Specialized Knowledge & Application, 4.00 Taxation

Field of Study:
Taxation

Vendor:
Werner-Rocca Seminars, Ltd.

Course Type:
Live Stream

Level:
Update

Prerequisite:
none

Advanced Preparation:
None

 

Sponsors