February 17, 2023


Webinar


1 Total CPE Credits

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Keeping the IRS out of Your Retirement

  • Instructor

    Mary Read

Learning Objectives

  • Gain an understanding of pros and cons and tax consequences of distribution options

Major Topics

  • Repositioning Qualified Money to eliminate growing tax burden
  • Eliminate Required Minimum Distributions
  • Use IRS Safe-Harbor Rules unknown to most advisors to save taxes on qualified accounts
  • Increase legacy

CPE Credits Available

1
Total CPE
1
Taxes

Things to Know About This Course

Course Level

  • Advanced

Prerequisites

None

Advanced Preparation

None

Intended Audience

CPAs, Financial Advisors, and Tax Advisors

Provider

ACPEN

Register For This Event

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  • ASCPA Non-Member

    $ 59 59
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