WEBINAR: REBROADCAST - Complete Retirement Guide (Jennings-TaxSpeaker)
8 Hours Tax (Federal); IRS:
This is a rebroadcast of a previously aired webinar.
Part 1 reviews the rules for pension plan credits, top-heavy and discrimination tests, defined contribution plans, SEP-IRAs and SIMPLE-IRAs as well as ROBS issues. Part 2 reviews all rules for contributions, qualifications, allowable uses, deductions, phaseouts and rollovers for traditional and Roth IRAs. The 2nd half of the course reviews all rules for when distributions are required from IRAs and qualified plans, penalties, exemption from penalties, and inherited account treatment.
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).
Registration Options
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Registration Options
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Credits | Price |
|---|---|---|
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Member
Registration Ends 10/8/26 at 9:00 AM EDT
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8.00 (Tax (Federal)) | $300.00 |
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Non-Member
Registration Ends 10/8/26 at 9:00 AM EDT
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8.00 (Tax (Federal)) | $400.00 |
Bob Jennings, CPA, EA
Bob is a nationally renowned author and speaker who has presented continuing education classes to more than 100,000 tax professionals worldwide over the past 20 years. He is a licensed CPA (Indiana) and an IRS Enrolled Agent. Bob is also a prolific author, having published over 60 professional articles in magazines such as the Journal of Accountancy and many other professional and consumer publications. He also authors several tax, accounting, and technology manuals each year and serves as a regular columnist for FoxBusiness.com. In 1984, Bob founded his own regional CPA firm, where he has spent more than 30 years working exclusively with individual and small business financial issues. He appears regularly in the media and has been extensively quoted in numerous publications. Bob has also produced a wide range of informational videos, DVDs, and instructional clips, which are available on his website, TaxSpeaker.com.
If you don't receive a confirmation e-mail after you complete your registration, be sure to check your spam/junk folders.
For More Information:
150 Corporate Center Drive Suite 205Camp Hill, Pennsylvania 17011
United States 800.270.3352