Mastering Retirement Tax Issues

Retirement can be tricky. From Trusts to IRAs, 1099-R, DRAs, and more, we’ll cover the essentials plus advanced concepts. Prepping your clients for the silver tsunami has never been easier.

Included Courses:

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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.


Tax Concerns for Seniors

Mary Kay Foss, CPA

Webcast - 4 Credits - Taxes

Senior citizens encounter unique tax situations that require specialized knowledge. This course, led by Mary Kay Foss, CPA, offers clarity on these issues. Covering topics such as the right time to apply for Social Security, tax impacts of working post-retirement, and the effects of increased standard deductions on charitable planning, it provides valuable insights. It's an essential resource for advising seniors on managing home ownership, educational support for families, and effective retirement strategies.


Retirement, Eldercare, Social Security and Medicare Issues and Post-Mortem Planning 2023

Steven G. Siegel, JD, LLM

Webcast - 6 Credits - Taxes

The topics of Retirement, Eldercare and Post-Mortem Planning present a constantly changing set of rules, tax thresholds and concerns about future legislation. This course will address the many planning challenges and opportunities from the perspective of tax, estate, and public benefit planning that confront individuals as they reach their senior years. This course discusses the issues of concern for an aging population. The need for a well-considered estate plan is addressed, along with some of the post-mortem planning decisions that must be considered. We examine the complexity of the social security system, particularly as it involves the various choices and planning strategies one has in taking the available benefits. The government entitlement program of Medicare is reviewed, particularly with an analysis of what is and is not covered, and how planning may increase one’s chances of securing the benefits of this program. Retirement planning issues are explored, particularly on the distribution planning changes and challenges required by the Secure Acts 1.0 and 2.0.


The Top 10 Rules for Roth 401(k) Contributions, in-plan Conversions, and Taxability

Denise Appleby, MJ, CISP, CRC, CRPS, CRSP, APA

Webcast - 1 Credits - Taxes

Designated Roth Accounts (DRAs), such as Roth 401(k), Roth 403(b), and Governmental Roth 457(b) accounts, can be confusing. This course sheds light on Roth contributions, in-plan conversions, and the conditions for tax-free distributions. Whether you're examining the difference between direct and indirect in-plan Roth rollovers, or learning the specifics of the 5-year rule for qualified distributions, this course demystifies Roth 401(k) accounts.

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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.

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