April 7, 2023

Webinar

1 Total CPE Credits

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Webinar (CPA Crossings): Retirement Planning: IRAs

  • Instructor

    David Peters

Having sufficient assets to live a comfortable and secure retirement is one of the concerns that many people face. This concern cannot be resolved without having a solid retirement plan. In this course, we will discuss the fundamentals of IRAs, stating the rules related to contributions and distributions and highlighting the effect of the recent tax law changes on the planning process.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Learning Objectives

After attending this presentation you will be able to…

  • State who may contribute to a Traditional IRA and a Roth IRA
  • Recognize how recent legislation has affected the taxation of IRAs
  • Identify contribution, distribution, and RMD planning considerations when working with IRAs

Major Topics

The major topics covered in this class include:

  • IRA Types & Basic Requirements
  • MAGI Thresholds for Traditional & Roth IRA’s
  • IRA Distributions
  • Handling Coronavirus Distributions
  • Handling Roth IRA Distributions
  • Required Minimum Distributions
  • Qualified Charitable Distributions (QCD’s)

CPE Credits Available

1
Total CPE
1
Taxes

Things to Know About This Course

Course Level

  • Basic

Prerequisites

None

Advanced Preparation

This webinar is produced by CPA Crossings. 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 and financial advisors who want to know more about the basic theory and concepts behind financial planning utilizing IRAs.

Provider

CPA Crossings, LLC

Register For This Event

  • COCPA Member

    $ 49 49
    Join

  • COCPA Non-Member

    $ 64 64
    Your Price

Please login to register.