Qualified Plan Withdrawals

Icon_Webcast
Webcast
Icon_Level
Basic
Credits
CPE Credits
2 Credits: Taxes

Course Description

Retirement accounts are a critical asset for most of your clients. In this class from Mary Kay Foss, CPA, she will take you through what you need to do if they need to take distributions before retirement due to divorce, college education, or a home purchase. Articles abound about the availability of retirement funds, but the IRS rules often conflict with the Qualified Plan provisions. This course covers withdrawals, before and after retirement. 

Learning Objectives

Upon completing this course, participants will be able to:

  • Recognize when the qualified plan document differs from provisions in the Internal Revenue Code 
  • Understand benefits such as QDROs and hardship distributions 
  • Identify the effect of employee loans 

Course Specifics

Course ID
WC1822281587
Revision Date
April 11, 2022
Prerequisites

None

Advanced Preparation

None

Compliance information

NASBA Provider Number: 103220
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-T-01998-22-O
IRS Federal Tax Law Credits: 2
CTEC Provider Number: 2071
CTEC Course Number: 2071-CE-1735
CTEC Federal Tax Law Credits: 2

CFP Notice: Not all courses that qualify for CFP® credit are registered by Western CPE. If a course does not have a CFP registeration number in the compliance section, the continuing education will need to be individually reported with the CFP Board. For more information on the reporting process, required documentation, processing fee, etc., contact the CFP Board.

Course Instructor

Mary Kay Foss, CPA

Mary Kay Foss CPA is a frequent lecturer for professional and business groups. She has over thirty years of practical experience advising about retirement, income and estate planning issues. Ms. Foss is a member of the AICPA Individual and Self-Employed Technical Resource Panel, past chair of the AICPA Trust Estate and Gift Tax Technical Resource Panel and past chair of both the Estate Planning and the Taxation Committee of CalCPA. She is also past president of the Estate Planning Councils of Diablo Valley and East Bay and the East Bay Chapter of CalCPA. She teaches classes for CalCPA and has …

Mary Kay Foss, CPA Read More »

Qualified Plan Withdrawals

Expert Instructors
CPE CREDITS
2 Credits: Taxes

$98.00


Webcasts are available for viewing Monday - Saturday, 8am - 8pm ET.

Icon_Webcast
Webcast
Icon_Level
Basic
Credits
CPE Credits
2 Credits: Taxes

Course Description

Retirement accounts are a critical asset for most of your clients. In this class from Mary Kay Foss, CPA, she will take you through what you need to do if they need to take distributions before retirement due to divorce, college education, or a home purchase. Articles abound about the availability of retirement funds, but the IRS rules often conflict with the Qualified Plan provisions. This course covers withdrawals, before and after retirement. 

Learning Objectives

Upon completing this course, participants will be able to:

  • Recognize when the qualified plan document differs from provisions in the Internal Revenue Code 
  • Understand benefits such as QDROs and hardship distributions 
  • Identify the effect of employee loans 

Course Specifics

Course ID
WC1822281587
Revision Date
April 11, 2022
Prerequisites

None

Advanced Preparation

None

Compliance information

NASBA Provider Number: 103220
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-T-01998-22-O
IRS Federal Tax Law Credits: 2
CTEC Provider Number: 2071
CTEC Course Number: 2071-CE-1735
CTEC Federal Tax Law Credits: 2

CFP Notice: Not all courses that qualify for CFP® credit are registered by Western CPE. If a course does not have a CFP registeration number in the compliance section, the continuing education will need to be individually reported with the CFP Board. For more information on the reporting process, required documentation, processing fee, etc., contact the CFP Board.

Course Instructor

Mary Kay Foss, CPA

Mary Kay Foss CPA is a frequent lecturer for professional and business groups. She has over thirty years of practical experience advising about retirement, income and estate planning issues. Ms. Foss is a member of the AICPA Individual and Self-Employed Technical Resource Panel, past chair of the AICPA Trust Estate and Gift Tax Technical Resource Panel and past chair of both the Estate Planning and the Taxation Committee of CalCPA. She is also past president of the Estate Planning Councils of Diablo Valley and East Bay and the East Bay Chapter of CalCPA. She teaches classes for CalCPA and has …

Mary Kay Foss, CPA Read More »

Qualified Plan Withdrawals

Expert Instructors
CPE CREDITS
2 Credits: Taxes

Webcasts are available for viewing Monday - Saturday, 8am - 8pm ET.

$98.00