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2 CPE for EA, CPA, CRTP, CFP®

 

$52 for Members and $64 for Nonmembers

Includes conference recording and PowerPoint presentation. CPE is issued after exam is successfully completed.

Baby Boomers are the first generation to rely primarily on personal savings in IRAs and 401(k)s as a major source of retirement income. The need for advice on how to take distributions will skyrocket in the coming years. Tax professionals and financial planners are in the best position to help educate taxpayers about how to maximize the after-tax benefits from these plans. This session looks at the various exceptions to the 10% penalty for both IRAs and 401(k)s, how to take strategic distributions to minimize taxes, the impact of naming various beneficiaries, and why you need to encourage your pre-retiree clients to contribute to their retirement accounts. We use case studies to illustrate various planning opportunities.
 

Upon the completion of this on-demand webinar, you will be able to:

  • List the exceptions to the 10% early withdrawal penalty available under §72(t).
  • Recognize planning opportunities using the substantially equal periodic payments exception.
  • Identify ways Roth IRAs can complement tax deferred savings vehicles.
  • Assist clients in naming beneficiaries of their retirement accounts.
  • Develop strategies to minimize the tax impact to beneficiaries taking distributions from inherited retirement plans.

Presented by: Kelly C Lent-Paul, EA CFP®

CPE Sponsor Information

Duration: 100 minutes
Course Level: Intermediate
Prerequisite: Basic knowledge of income taxation
Advanced Preparation: None
Delivery Method: QAS Self-Study

 

CPE CreditsDesignationField of Study
IRS2EAFederal Tax Law Topic
NASBA2CPATaxes
CTEC2CRTPFederal Tax Law Topic
CFP Board2CFP®Income Tax Planning

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