January 18, 2024


8 Total CPE Credits


Webinar (CA): Retirement Distributions: Planning Options 2023

  • Instructor

    Mary Kay Foss, CPA

Learning 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

Major Topics

• Roth IRA: The right choice?
• Income tax treatment of distributions from retirement plans of all types
• Laws, regulations and IRS rulings concerning plan distributions
• Avoiding penalty on distributions that happen too early or too late
• Beneficiary choices - eligible or not?
• Self-directed IRA investment problems

CPE Credits Available

Total CPE

Things to Know About This Course

Course Level

  • Intermediate


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

Advanced Preparation

This webinar is produced by CalCPA. You will receive your login link/instructions and Certificate of Attendance directly from this third-party vendor. It is important that you review your COCPA confirmation for details on receiving your login instructions and COA from said vendor.

Intended Audience

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


California CPA Education Foundation

Register For This Event

  • COCPA Member

    $ 299 299
  • COCPA Non-Member

    $ 399 399
    Your Price

Please login to register.