CONTINUING EDUCATION FOR TAX & FINANCIAL PROFESSIONALS

A Guide to Retirement Plans

Icon_Self-Study
Self-Study
Icon_Level
Overview
Credits
CPE Credits
2 Credits: Taxes

Course Materials

Below are the materials for A Guide to Retirement Plans.

A Guide to Retirement Plans (pdf)

Qualified Assessment

Below is the link for the A Guide to Retirement Plans assessment.

Required Score: 70%

Start Qualified Assessment

Course Description

The need for effective retirement planning has never been greater. This course is essential for those who wish to attain a comfortable retirement for themselves and their clients by maximizing tax saving strategies. You’ll learn about the advantages and disadvantages of different types of plans, including qualified and nonqualified deferred compensation plans, defined contribution plans, Roth IRAs, and traditional IRAs. Additional covered topics include retirement distributions, tax-free rollovers, and Roth IRA recharacterizations.

Learning Objectives

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

  • Recognize the difference between qualified and nonqualified deferred compensation plans, noting the major benefits of each, compensation base, advantages and disadvantages of corporate plans, and basic ERISA compliance provisions
  • Identify the basic requirements of the three forms of qualified pension plans, noting the characteristics of each form and fundamental differences that require variations in the application of certain rules
  • Recognize the types of corporate defined contribution and defined benefit plans, noting their requirements and their effect on retirement benefits
  • Specify the rules and requirements for self-employed Keogh plans and individual IRA plans, noting the mechanics of each, contribution rates and limits, participation rules, limitations, and rollover rules
  • Note the requirements for Simplified Pension Plans (SEPs) and Savings Incentive Match (SIMPLE) plans, including applicable contribution limits, distribution, and taxation

Course Specifics

Course ID
8152153
Revision Date
September 25, 2020
Advanced Preparation

None

Compliance information

NASBA Provider Number: 103220
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-T-00915-15-S
IRS Federal Tax Law Credits: 2
CTEC Provider Number: 2071
CTEC Course Number: 2071-CE-0893
CTEC Federal Tax Law Credits: 2

Course Instructor

Danny Santucci Headshot
Danny Santucci, JD

Danny Santucci, BA, JD, is a prolific author of tax and financial books and articles. His legal career started with the business and litigation firm of Edwards, Edwards, and Ashton. Later he joined the Century City entertainment firm of Bushkin, Gaims, Gaines, and Jonas working for many well-known celebrities. In 1980, Danny established the law firm of Santucci, Potter, and Leanders in Irvine, California. With increasing lecture and writing commitments, Danny went into sole practice in 1995. His practice emphasizes business taxation, real estate law, and estate planning. Speaking to more than 100 groups nationally each year, he is known …

Danny Santucci, JD Read More »

A Guide to Retirement Plans

Expert Instructors
Format
CPE CREDITS
2 Credits: Taxes

$58.00$78.00

Clear
You purchased this course on:
2018-09-19 07:14:46
2019-09-26 09:28:16 (0.79 days to complete*)

* Per AICPA and NASBA Standards (S9-06), courses must include an expiration date that is no longer than one year from the date of purchase or enrollment.

Icon_Self-Study
Self-Study
Icon_Level
Overview
Credits
CPE Credits
2 Credits: Taxes

Course Materials

Below are the materials for A Guide to Retirement Plans.

A Guide to Retirement Plans (pdf)

Qualified Assessment

Below is the link for the A Guide to Retirement Plans assessment.

Required Score: 70%

Start Qualified Assessment

Course Description

The need for effective retirement planning has never been greater. This course is essential for those who wish to attain a comfortable retirement for themselves and their clients by maximizing tax saving strategies. You’ll learn about the advantages and disadvantages of different types of plans, including qualified and nonqualified deferred compensation plans, defined contribution plans, Roth IRAs, and traditional IRAs. Additional covered topics include retirement distributions, tax-free rollovers, and Roth IRA recharacterizations.

Learning Objectives

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

  • Recognize the difference between qualified and nonqualified deferred compensation plans, noting the major benefits of each, compensation base, advantages and disadvantages of corporate plans, and basic ERISA compliance provisions
  • Identify the basic requirements of the three forms of qualified pension plans, noting the characteristics of each form and fundamental differences that require variations in the application of certain rules
  • Recognize the types of corporate defined contribution and defined benefit plans, noting their requirements and their effect on retirement benefits
  • Specify the rules and requirements for self-employed Keogh plans and individual IRA plans, noting the mechanics of each, contribution rates and limits, participation rules, limitations, and rollover rules
  • Note the requirements for Simplified Pension Plans (SEPs) and Savings Incentive Match (SIMPLE) plans, including applicable contribution limits, distribution, and taxation

Course Specifics

Course ID
8152153
Revision Date
September 25, 2020
Advanced Preparation

None

Compliance information

NASBA Provider Number: 103220
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-T-00915-15-S
IRS Federal Tax Law Credits: 2
CTEC Provider Number: 2071
CTEC Course Number: 2071-CE-0893
CTEC Federal Tax Law Credits: 2

Course Instructor

Danny Santucci Headshot
Danny Santucci, JD

Danny Santucci, BA, JD, is a prolific author of tax and financial books and articles. His legal career started with the business and litigation firm of Edwards, Edwards, and Ashton. Later he joined the Century City entertainment firm of Bushkin, Gaims, Gaines, and Jonas working for many well-known celebrities. In 1980, Danny established the law firm of Santucci, Potter, and Leanders in Irvine, California. With increasing lecture and writing commitments, Danny went into sole practice in 1995. His practice emphasizes business taxation, real estate law, and estate planning. Speaking to more than 100 groups nationally each year, he is known …

Danny Santucci, JD Read More »

A Guide to Retirement Plans

Expert Instructors
Format
CPE CREDITS
2 Credits: Taxes
You purchased this course on:
2018-09-19 07:14:46
2019-09-26 09:28:16 (0.79 days to complete*)

* Per AICPA and NASBA Standards (S9-06), courses must include an expiration date that is no longer than one year from the date of purchase or enrollment.

$58.00$78.00

Clear