CPE Credits: 2
Course Level: Intermediate
Prerequisites: None
Advance Preparation: None
Fees: $49 for Members and $60 for Nonmembers
Summary
The ability to advise our clients with regard to various retirement plans provides opportunities as well as challenges for tax professionals. This webinar will focus on the different types of plans available and provide participants with the tools needed to compare and contrast the costs and benefits of each type of plan. Determine the best fit for your clients’ needs.
Objectives:
Upon completion of this webinar, you will be able to:
- Compare plans available based on entity type.
- Distinguish between taxable and nontaxable fringe benefits.
- Evaluate hypothetical situations and potential plan solutions.
- Identify plan establishment and funding deadlines.
- Analyze the consequences of early withdrawls.
- Identify alternatives for workers older than age 70½ who still wish to save retirement dollars.
Presenter: Steven O'Rourke, EA