WEBINAR: Complete Retirement Guide (Jennings-TaxSpeaker)

8 Hours Tax (Federal); IRS: E3S5R-T-00779-24-O

Friday, August 30, 2024
9:00 AM - 5:00 PM (EDT)
Online Webinar
Category: Tax (Federal) - Webinars

Webinar Bundle credits not valid on this webinar.

Upon completion of Part 1 you will be able to determine how to handle qualified domestic relations order distributions and identify the five rules for withdrawals from qualified plans,as well as the characteristics for Profit-Sharing Plans. You will receive an overview of various retirement plans and their top heavy rules, rollovers, vesting, and Safe Harbors. In addition, you will be able to define Money Purchase Plan and SEP-IRAs as well as identify the properties of SIMPLE plans and determine who should benefit from SIMPLE plans.

Participants will gain an understanding of defined contribution plans, including such topics as profit sharing, money purchase, and single, solo, or Roth 401k’s. The course will cover comparison tables, new pension plan credits, defined benefit plans, creditor protection, and rollovers as business startups (ROBS). Part 2 instructs the student in all types of deductible, non-deductible and Roth IRAs. Included are discussions on qualification for contributions, allowable investments, rollover and conversion rules and limits, transfers, QCD’s, 1 time HSA transfers and planning. It is a complete reference guide to all things IRA!

The 2nd half of the course course instructs the student in determining when distributions are required and how to calculate them for IRAs and qualified plans. We also discuss the penalties for failure to take RMD’s (and how to waive them) and the exceptions to the 10% early withdrawal penalty. Additional discussions are provided for QCDs. The remainder of the course discusses inherited accounts, RMD and rollover options and rules for spouses and non-spouse beneficiaries.

Registration Options

Credits Price
Registration Ends 8/30/24 at 9:00 AM EDT
8.00 (Tax (Federal)) $300.00
Registration Ends 8/30/24 at 9:00 AM EDT
8.00 (Tax (Federal)) $400.00

No show - No refund - no exceptions. No refund will be issued for any webinar in which the login information and course material has already been distributed.  Please check spam/junk folders. No refund nor credit for a future program will be issued for any webinar for which you are registered but fail to attend. Applicable webinar bundle credits will be forfeited for any webinar no-show.

For More Information:

Pennsylvania Society of Tax & Accounting Professionals Logo 150 Corporate Center Drive Suite 205
Camp Hill, Pennsylvania 17011
United States