December 8, 2022


Webinar


1 Total CPE Credits

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Retirement Planning: IRAs

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

None

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

Register For This Event

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  • ASCPA Non-Member

    $ 99 99
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