October 21, 2021 8:00am – 3:30pm Map & Directions 602-252-4144

Webcast: Retirement Distributions: Planning Options

Online registrations are currently closed, please call (602) 324-6847 for additional registration options

Description

Retirement accounts are a critical asset. Go beyond calculations. Learn to provide retirement planning input. Beneficiary rules have changed. Improper choices and faulty distribution calculations can result in penalties or unnecessary taxes. Retirement benefits will be paid out much earlier than was required for pre-2020 deaths. Recent relief for those in disaster areas or affected by the pandemic shows that the law is dynamic and plans may require an update. Course materials contain regulations governing plan distributions and copies of all appropriate IRS forms and rulings, updated with the latest cases, rulings, regulations and legislation.

Location

ASCPA Live Online Webcast
Phoenix, AZ 85034-6617

Registration Time

7:30am

Fees

Member:
$300
Non-CPA Staff:
$400
Non-CPA Staff (100% club):
$300
Non-CPA Staff (sole proprietor):
$300
Non-Member:
$400
Webcast
Taxation
8

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.

Course Level

Intermediate

Vendor

CalCPA Education Foundation More With This Vendor

Designed For

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

Prerequisites

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

Highlights

  • 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.

Notes

Entry-level/Individual contributor; Manager/Senior Manager; Sole Practitioner

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