Webcast
Basic
CPE Credits
2 Credits: Taxes
Course Description
Clients need assistance in naming beneficiaries of their retirement accounts. In addition, the rules are not that simple for the beneficiary who inherits a qualified plan, IRA or Roth IRA. In this class we’ll talk about beneficiary choices, how they operate and the consequences of failing to name a beneficiary.
Learning Objectives
Upon completing this course, participants will be able to:
- Recognize the significance of the Retirement Plan Beneficiary
- Determine the reasons a trust may be named as a beneficiary
- Learn the difference between a Designated Beneficiary and an Eligible Designated Beneficiary
Course Specifics
|
Course ID WC1822284432 |
Revision Date May 5, 2022 |
Prerequisites None |
Advanced Preparation None |
Compliance information
NASBA Provider Number: 103220
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-T-02007-22-O
IRS Federal Tax Law Credits: 2
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-T-02007-22-O
IRS Federal Tax Law Credits: 2
CTEC Provider Number: 2071
CTEC Course Number: 2071-CE-1743
CTEC Federal Tax Law Credits: 2
CTEC Course Number: 2071-CE-1743
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 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 …
Retirement Plan Beneficiaries
$98.00
Webcasts are available for viewing Monday - Saturday, 8am - 8pm ET.
This webcast is 2 hours in length so you must start it before 06:00 pm ET.
Start within 7 hour(s) and 43 minutes to watch today.
Webcast
Basic
CPE Credits
2 Credits: Taxes
Course Description
Clients need assistance in naming beneficiaries of their retirement accounts. In addition, the rules are not that simple for the beneficiary who inherits a qualified plan, IRA or Roth IRA. In this class we’ll talk about beneficiary choices, how they operate and the consequences of failing to name a beneficiary.
Learning Objectives
Upon completing this course, participants will be able to:
- Recognize the significance of the Retirement Plan Beneficiary
- Determine the reasons a trust may be named as a beneficiary
- Learn the difference between a Designated Beneficiary and an Eligible Designated Beneficiary
Course Specifics
|
Course ID WC1822284432 |
Revision Date May 5, 2022 |
Prerequisites None |
Advanced Preparation None |
Compliance information
NASBA Provider Number: 103220
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-T-02007-22-O
IRS Federal Tax Law Credits: 2
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-T-02007-22-O
IRS Federal Tax Law Credits: 2
CTEC Provider Number: 2071
CTEC Course Number: 2071-CE-1743
CTEC Federal Tax Law Credits: 2
CTEC Course Number: 2071-CE-1743
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 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 …
Retirement Plan Beneficiaries
Webcasts are available for viewing Monday - Saturday, 8am - 8pm ET.
This webcast is 2 hours in length so you must start it before 06:00 pm ET.
Start within 7 hour(s) and 43 minutes to watch today.
$98.00