2024 A Practitioner's Guide to IRAs and Qualified Retirement Plans

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  • Location
    • Your Computer
      Your Space
      ISCPA / ACPEN Webinar, ID 00000
  • Credits
    • 4.00
  • Credit Type(s)
    • Business Management & Organization (1.00)
    • Computer Software & Applications (Technical) (1.50)
    • Information Technology (1.50)
  • Prerequisites
    • A basic understanding of retirement planning concepts, tax laws and regulations, and investment strategies

  • Vendor
    • ACPEN
  • Level
    • Intermediate
  • Fields of Study
    • Business Management & Organization
    • Computer Software & Applications
    • Information Technology
  • Message
    • Virtual Experience

Description

Are you ready to expand your practice and offer comprehensive retirement planning services? Look no further! Delve deeper into the realm of IRAs and qualified retirement plans with this comprehensive eight-hour course tailored for financial practitioners. Understanding the intricate tax implications, design options, and strategic considerations of these plans is essential for meeting your clients' diverse retirement needs effectively. By the end of the program, practitioners will emerge equipped to confidently advise clients on a myriad of retirement planning strategies, enhancing their expertise and credibility in the field.

Explore the intricacies of different IRAs, ranging from traditional to Roth, and gain valuable insights into SEPs, qualified plans, and contribution plans. Navigate through the complexities of 401(k) plans, including Roth 401(k)s, and master the art of seamlessly navigating minimum distribution rules. Through practical highlights, case studies, and real-world scenarios, this course empowers practitioners to not only select the optimal retirement plans for their clients' unique financial goals but also to provide personalized retirement solutions tailored to individual needs. Don't miss out on this opportunity to elevate your practice and establish yourself as a trusted advisor in retirement planning. Enroll today and embark on a journey towards maximizing your clients' financial future!

**Please Note:  If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to kori.herrera@acpen.com.



  • Presented by James Lindell

    • Delivery Format: Live Webcast Replay

    Designed For

    CPAs, finance professionals

    Objectives

    • Define different IRAs to facilitate better client understanding
    • Recognize the characteristics of SEPs, qualified plans, and contribution plans
    • List the various types of 401(k) plans available to clients
    • Compare and contrast different retirement plans to assist clients in decision-making
    • Identify the rules governing minimum distributions to ensure compliance
    • Analyze the advantages and disadvantages of different IRA options
    • Evaluate the suitability of retirement plans based on client financial goals
    • Interpret complex retirement planning scenarios and provide informed recommendations

    Highlights

    • Traditional and Roth IRAs: Understanding retirement savings options
    • SEP and SIMPLE IRAs: Exploring retirement plans for small businesses
    • Qualified Plans: Navigating employer-sponsored retirement plans
    • Defined Benefit and Defined Contribution Plans: Comparing retirement plan structures
    • 401(k) Plans: Maximizing benefits with employer-sponsored options
    • Retirement Plan Selection: Choosing the best plan for individual client needs
    • Minimum Distribution Rules: Ensuring compliance and understanding withdrawal regulations
    • Tax Implications: Analyzing the tax consequences of retirement plan decisions
    • Retirement Planning Strategies: Implementing effective strategies for client financial goals

    Advanced Prep

    None

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    Leaders

    ACPEN Panel

    No Biography Available

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