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Retirement Plans

Available Until

CalCPA Webcasts

Online, OK 00000

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3.50 Credits

Member Price $89

Non-Member Price $119

Overview

We are all (including tax practitioners) getting older, and the need for effective retirement planning has never been greater. This course is essential for participants who wish to attain a comfortable retirement for themselves and their clients by maximizing tax-saving strategies. Designed to improve the quality of services to clients and the profitability of engagements, this presentation integrates federal taxation with retirement planning. The emphasis is on practical simplicity in dealing with the self-employed and highly compensated individual. Distribution options from IRAs and other retirement plans are explored.

Highlights

  • Qualified deferred compensation
  • Basic requirements of a qualified pension plan
  • Basic types of corporate plans
  • Types of defined contribution plans
  • Self-employed plans - Keogh
  • Distribution and settlement options of IRAs
  • Tax-free rollovers for IRAs
  • Roth IRAs
  • Simplified employee pension plans (SEPs)
  • SIMPLE plans

    Prerequisites

    General understanding of federal income taxation

    Designed For

    CPAs and other business and finance professionals.

    Objectives

  • Differentiate between qualified and nonqualified deferred compensation plans, including their tax implications and ERISA provisions.
  • Identify defined contribution and defined benefit plans and their impact on retirement benefits.
  • Understand Roth and traditional IRAs, including setup, distributions, rollovers, beneficiary rules, contribution limits, and recharacterization.

    Preparation

    None.

    • Non-Member Price $119

    Member Price $89

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