Webinar

Retirement Planning: IRAs

If you have questions about this event, please call us at 952-831-2707.

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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.

Major subjects

• 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)

Learning objectives

• 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

Who should take this program?

• CPAs and financial advisors who want to know more about the basic theory and concepts behind financial planning utilizing IRAs.

Pricing

Our records indicate you are a nonmember. If you register, you will be charged $55.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.