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Retirement Plans

Instructional MethodAdvanced PreparationProgram PrerequisitesField Of Study Interactive Self Study NONE General Understanding of Federal Income Taxation Taxes Experience LevelCourse IDCPE CreditsAuthor Basic to Intermediate DS-231 4 Danny Santucci Retirement Plans Course Description: ...Read more
  • Description
Instructional Method Advanced Preparation Program Prerequisites Field Of Study
Interactive Self Study NONE General Understanding of Federal Income Taxation Taxes
Experience Level Course ID CPE Credits Author
Basic to Intermediate DS-231 4 Danny Santucci

Retirement Plans

Course Description: 
We are all (including tax practitioners) getting older, and the need for effective retirement planning has never been greater. This course is essential for participants who wish to attain a comfortable retirement for themselves and their clients by maximizing tax saving strategies. Designed to improve the quality of services to clients and the profitability of engagements, this presentation integrates federal taxation with retirement planning. The emphasis is on practical simplicity in dealing with the self-employed and highly compensated individual. Distribution options from IRAs and other retirement plans are explored.

Who Should Attend: CPAs, Enrolled Agents, Registered Tax Preparer, and all other Tax Professionals

Topics Covered:

    • Qualified deferred compensation
    • Basic requirements of a qualified pension plan
    • Basic types of corporate plans
    • Types of defined contribution plans
    • Self-employed plans - Keogh
    • Distribution & settlement options of IRAs
    • Tax-free rollovers for IRAs
    • Roth IRAs
    • Simplified employee pension plans (SEPs)
    • SIMPLE plans

Learning Objectives: 

1. Determined the differences between qualified and nonqualified deferred compensation plans noting the tax advantages and disadvantages of each, that is fine the requirements of a qualified pension plan, and recognize how the basic ERISA provisions define the elements of qualified plans.
2. Identify the types of defined contribution and defined benefit plans noting their effect on retirement benefits.
3. Recognize the elements of Roth IRAs and traditional IRAs by specifying how distributions work, how to set up the various IRAs, utilize tax-free rollovers, designate beneficiaries, and make distributions to beneficiaries, cite contribution limits for various IRAs, and determine how to recharacterize Roth IRA contributions.


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