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ADDRESS: 901 Dulaney Valley Road, Suite 800
Towson, MD 21204
PHONE: 888-481-3500
FOLLOW BLI:
A Practitioners Guide to IRAs and Qualified Retirement PlansCOURSE ID: GIRA
DESCRIPTION

More and more practitioners are expanding their practices by offering retirement planning advisory services. This course focuses on a variety of issues dealing with IRAs and qualified retirement plans. When practitioners understand the advantages and disadvantages of IRAs and qualified retirement plans, as well as the tax implications and designs of these plans, they are better equipped to meet their clients’ needs.

DESIGNED FOR: CPAs, EAs, attorneys, financial planners, insurance agents, bankersFIELD OF STUDY: Specialized Knowledge & Application, TaxesLEVEL: UpdatePREREQUISITES: noneCOURSE PRODUCER: Werner-Rocca Seminars LTDCREDITS: 8.0OBJECTIVES:
  • ? To focus on a variety of issues related to IRAs and qualified retirement plans to enable practitioners to better meet each client's needs.
HIGHLIGHTS:

? Regular IRAs ? Roth IRAs ? Coverdell Education Savings Accounts ? SIMPLE IRAs ? SEPs ? Basics of qualified plans ? Defined benefit pension plans ? Defined contribution plans ? 401(k) plans, including Roth 401(k)s ? Choosing the best plan for each client ? Minimum distribution rules

INSTRUCTOR
-TBD-
Download the 2016 Business Learning Institute Course Catalog DOWNLOAD PDF
Business Learning Institute - Course Catalog
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