A Practitioner's Guide to IRAs and Qualified Retirement Plans (New)

More and more practitioners and expanding their practices by offering retirement planning advisory services. This course focuses on a variety of issues dealing with IRAs and qualified retirement plans. When practitioners understand the advantages and disadvantages of IRAs and qualified retirement plans, as well as the tax implications and designs of these plans, they are better equipped to meet their clients' needs.

LEARNING OBJECTIVES:
Upon successful completion of this course, participants will be able to:

• Identify the advantages and disadvantages of IRAs and qualified retirement plans.
• Recognize the tax implications of IRAs and qualified retirement plans.
• Differentiate between regular IRAs, Roth IRAs, SIMPLE IRAs, and SEPs.
• Select the best retirement plan for each client.

HIGHLIGHTS:

• Regular IRAs.
• Roth IRAs.
• Coverdell Education Savings Accounts.
• SIMPLE IRAs.
• SEPs.
• Basics of qualified plans.
• Defined benefit pension plans.
• Defined contribution plans.
• 401(k) plans, including Roth 401(k)s.
• Choosing the best plan for each client.
• Minimum distribution rules.