Webcast: IRAs: Tax Efficient Tools for Retirement
Review tax provisions from the SECURE Act affecting IRAs (effective January 1, 2020). Explore how the SECURE Act law changes may affect your clients' retirement and wealth planning strategies. Review new life expectancy tables (effective January 1, 2022) used for computing required minimum distributions, compare them to the current tables, and discuss implications of the change. We will also examine recent legislative and administrative developments dealing with IRAs. Introduce and discuss "Bitcoin IRAs" and potential pros and cons of holding cryptocurrencies in IRAs, including alternative approaches. Help your clients tax-efficiently save for retirement. Review the ins and outs of contributions to, distributions from, and tax planning for various types of individual retirement accounts (IRAs). For example, how might changes in the political climate and changes in the stock market affect decisions about whether it may be time to consider converting from traditional retirement accounts to a Roth IRA. We'll discuss that decision. The comprehensive IRA reference materials provided to participants, including examples of relevant tax law applications and tax planning strategies, will help you provide great value to clients.
ASCPA Live Online Webcast
Phoenix, AZ 85034-6617