Course Information
Retirement Plans
Course Information
| Title: | Retirement Plans |
|---|---|
| Category: | Taxation |
| Field of Study: | Taxes |
| Course Code: | T021-0164 |
| CPE Credits: | 4.0 |
| Price: | 34.95 |
Description
Description:
The need for effective retirement planning has never been greater. This course is essential for participants who wish to attain a comfortable retirement for themselves and their clients by maximizing tax saving strategies. Designed to improve the quality of services to clients and the profitability of engagements, this presentation integrates federal taxation with retirement planning. The emphasis is on practical simplicity in dealing with the self-employed and highly compensated individual. Distribution options from IRAs and other retirement plans are explored.
Delivery Method: Online Interactive Self Study
Level: Overview
Prerequisites: None
Advanced Preparation: None
Course Details
Category: Taxation
Field of Study: Taxes
Passing Score: 70%
Technical Details: Taxes: Technical
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Objectives
Objectives:
1. Determine the differences between qualified and nonqualified deferred compensation plans identifying the tax advantages and disadvantages of each, the requirements of a qualified pension plan, and recognize how the basic ERISA provisions define the elements of qualified plans. 2. Identify types of defined contribution plans and defined benefit plans and their effect on retirement benefits. 3. Recognize the elements of Roth IRAs and traditional IRAs by specifying how distributions work, how to set up the various IRAs, utilize tax-free rollovers, designate beneficiaries, make distributions to beneficiaries, cite contribution limits for various IRAs, and determine how to recharacterize Roth IRA contributions.
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Profession
NASBA: Yes
QAS: Yes
CPA: Suitable for all CPAs
IRS: IRS credit for Enrolled Agents.
Profession Identifiers: CPA, EA