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.
Objective:
At the end of this course, you will be able to:
 Define the different IRAs
 Recognize SEPs, qualified plans, and contribution plans
 List 401(k) plans
 Compare plans
 Identify minimum distribution rules
Highlights:
 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

To complete this course participants need to: Answer polling questions to meet NASBA / IRS / State Board of Accountancies requirements and participate for 150 minutes.

Upon course completion a course evaluation form is provided for your feedback.

Participants have 1 year from the date of purchase/enrollment to complete this course 

CPE Prime is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors.  State boards of accountancy have final authority on the acceptance of individual courses for CPE credit.  Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:  www.nasbaregistry.org