Learning the Rules About Retirement Plan Income by Analyzing Form 1099-R
Mary Kay Foss, CPA
Webcast - 2 Credits - Taxes
Explore the intricacies of Form 1099-R and its significance in reporting retirement distributions from qualified plans or IRAs. This course delves into understanding the information you’ll need to correctly report retirement income, how different distributions like rollovers, net unrealized appreciation (NUA), and qualified charitable distributions (QCDs) are handled, and the implications of various distribution codes.
$ 98.00Original price was: $98.00. $ 64.00Current price is: $64.00.
Learning the Rules About Retirement Plan Income by Analyzing Form 1099-R quantity
The Life Cycle of a Revocable Living Trust
Alice Orzechowski, CPA
Webcast - 2 Credits - Taxes
With a surge in clients gravitating towards revocable living trusts, it's essential to understand their complete life cycle. This comprehensive analysis covers everything from a trust’s inception to dissolution. Navigate complex tax implications and discover real-world scenarios that shed light on operational issues and decision-making processes, enabling you to help clients make informed choices throughout their financial journey.
$ 98.00Original price was: $98.00. $ 64.00Current price is: $64.00.
The Life Cycle of a Revocable Living Trust quantity
Top 10 RMD Rules for IRA Owner and Plan Participants
Denise Appleby, MJ, CISP, CRC, CRPS, CRSP, APA
Webcast - 1 Credits - Taxes
IRA owners and participants in 401(k), 403(b), and Governmental 457(b) plans (account owners) must take annual required minimum distributions (RMD) beginning the year they reach their applicable RMD age. Failure to take RMDs will result in the account owner owing the IRS and excise tax of 25% of the RMD shortfall. The RMD calculation formula, the RMD aggregation rules, and the prohibition of rollovers of RMDs are just a few of the rules and regulations that complicate the RMD process. Interested parties must understand these and other compliance requirements that apply to RMDs to ensure that penalties are avoided.
This retirement planning CPE webinar presents an overview of the RMD rules for account owners. This personal finance planning CPE provides tips on avoiding pitfalls and implementing tax efficient RMD strategies.
$ 49.00Original price was: $49.00. $ 32.00Current price is: $32.00.
Top 10 RMD Rules for IRA Owner and Plan Participants quantity
Tax Concerns for Seniors
Mary Kay Foss, CPA
Webcast - 4 Credits - Taxes
This online CPE course provides an in-depth exploration of key aspects of retirement planning, including Social Security, Medicare, working as a senior, retirement distributions, and essential tax strategies. Participants will learn to navigate the complexities of Social Security and Medicare, assess the financial implications of continued employment in later years, and develop tax-efficient retirement distribution plans. The CPE webcast equips attendees with the knowledge to create a comprehensive and secure retirement strategy tailored to their unique needs and circumstances
$ 196.00Original price was: $196.00. $ 127.00Current price is: $127.00.
Tax Concerns for Seniors quantity
Wealth Management
Steven M. Bragg, CPA
Self-Study - 8 Credits - Specialized Knowledge
The best way to accumulate a significant amount of wealth is by creating and following through on a financial plan. In the Wealth Management course, we show how to create such a plan, while also discussing how to preserve your existing wealth, and enroll the services of a financial advisor. The course also covers the essential elements of all key types of investments, including stocks, bonds, real estate, and alternative investments. In addition, the course covers a variety of related topics, including charitable contributions, insurance, and individual retirement accounts. In total, the course is designed to give you a firm grounding in wealth management principles.
Format
Online Choose an option Hard Copy Online
Wealth Management quantity
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