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.
Course ID: 1
A Practitioners Guide to IRAs and Qualified Retirement Plans
- ? To focus on a variety of issues related to IRAs and qualified retirement plans to enable practitioners to better meet each client's needs.
MAJOR TOPICS? 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
DESIGNED FORCPAs, EAs, attorneys, financial planners, insurance agents, bankers
FIELD OF STUDY
- Specialized Knowledge & Application