IRAs and Roth IRAs - Cradle to Grave and Beyond - Sock it Away and Make itCount

The start date for this course has passed. Registration is no longer available.

This course is 8.00 credits
Field of Study
Tax
Course Level
Intermediate
Vendor
BPN, Inc ACPEN

Registration Fees

MSCPA-AICPA Member
$195.00
MSCPA Member
$195.00
AICPA Member
$245.00
Non-Member
$245.00
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Thursday, Mar 8, 2018
9:00am – 5:00pm

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Tightening down the hatches and intelligently using tax breaks to help leverage one's future is critical to being able to retire at all and retire well. This course locks down on building a future to count on via a thorough exploration of all tax and asset protection aspects individual retirement accounts.

Tightening down the hatches and intelligently using tax breaks to help leverage one's future is critical to being able to retire at all and retire well. This course locks down on building a future to count on via a thorough exploration of all tax and asset protection aspects individual retirement accounts.

Designed For

CPAs and other interested persons who: wish to grasp IRA and retirement planning; engage in income and estate tax planning; prepare tax returns; and wish to personally retire from work before they die

Course Objectives

*To identify IRA income and estate tax planning maneuvers, investigate asset protection features of retirement savings vehicles and explore foundational requirements, operational boundaries, opportunities and pitfalls of IRAs and Roth IRAs

Major Subjects

* Deductible, nondeductible, spousal, conduit, traditional and Roth IRAs

* Qualification requirements, investment restrictions and prohibited transactions

* Income tax reporting and disclosure rules and income tax withholding requirements

* Early distribution penalties and how to avoid them

* Conversion from traditional to Roth IRA, recharacterization and reconversion

* Rollovers, trustee to trustee transfers to/from IRAs, qualified plans and decedents

* Self directed IRAs dos, don'ts, upside and treachery

* Forced distributions at retirement and after death

* Estate planning: Avoiding IRD problems, funding marital bequests, special Roth features, charitable giving and estate liquidity planning

* Fabulous college planning/wealth building in children via IRAs and stretch IRAs

Prerequisites

None

The start date for this course has passed. Registration is no longer available.