Retirement Planning: IRAs
Online
1.00 Credits
Member Price $55.00
Non-Member Price $75.00
Overview
Having sufficient assets to live a comfortable and secure retirement is one of the concerns that many people face. This concern cannot be resolved without having a solid retirement plan. In this course, we will discuss the fundamentals of IRAs, stating the rules related to contributions and distributions and highlighting the effect of the recent tax law changes on the planning process. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Objectives
After attending this presentation you will be able to...
- State who may contribute to a Traditional IRA and a Roth IRA
- Recognize how recent legislation has affected the taxation of IRAs
- Identify contribution, distribution, and RMD planning considerations when working with IRAs
Highlights
The major topics covered in this class include:
- IRA Types & Basic Requirements
- MAGI Thresholds for Traditional & Roth IRA's
- IRA Distributions
- Handling Coronavirus Distributions
- Handling Roth IRA Distributions
- Required Minimum Distributions
- Qualified Charitable Distributions (QCD's)
Designed For
CPAs and financial advisors who want to know more about the basic theory and concepts behind financial planning utilizing IRAs.
Prerequisites
None
Preparation
None
Notice
You will receive an email from CPA Crossings via Webex with instructions to access the webinar.
Leader(s):
Leader Bios
David Peters, Peters Professional Education LLC
David R. Peters, CPA, CFP, CPCU, MST, MBA
David Peters is the Founder and Owner of David Peters Financial Group and Peters Tax Preparation & Consulting, PC. David has over sixteen years of experience in financial services, including 3 years in the hedge fund industry and six years in the insurance industry.
David was the first-ever Chief Financial Officer at Compare.com - a position he held for more than three years. Currently, David is a National Instructor for the AICPA, Surgent, and Kaplan. He regularly teaches courses in accounting, finance, insurance, financial planning, and ethics throughout the United States. David holds four master’s degrees, and is currently pursuing his PhD in Financial Planning. He contributes regularly to various CPA publications, including NCACPA’s Interim Report, SCACPA’s CPA Report, and VSCPA’s Disclosures. David was also a co-author of the 2018 Virginia CPA Ethics course – a required course for all CPA’s licensed in the Commonwealth of Virginia.
Non-Member Price $75.00
Member Price $55.00