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Retirement Planning Update

In this session, we will look at backdoor Roths, lump-sum distributions, the new five-year window, what questions retired taxpayers are asking and how to help those about to retire. We will also discuss Inherited IRAs, benefits and other hot topics regarding the taxation of retirement accounts.

Objectives

Upon completion of the session, the learner will be able to:

• Predict questions high-income earners ask about retirement contributions and distributions
• Explain recent changes to clients
• Illustrate examples detailing law changes
• Describe distribution options that maximize tax benefits

Details

Randy Adams, EA

Instructor:

Level:

Update

Prerequisites:

Basic knowledge of retirement plans

Advanced Preparation:

None

Delivery Method: 

Group Live

CPE credits     Designation     Field of study

IRS

2

AFSP

Federal Tax Law Update

IRS

2

EA

Federal Tax Law Update

NASBA

2

CPA

Taxes

CTEC

2

CRTP

Federal Tax Law Update

CFP Board

2

CFP®

Yes

How to Earn CPE

Sessions are first come, first served. Registration is not required for individual sessions. To earn CPE, scan your badge on your way into each session. You do not need to scan on your way out. CPAs will receive an additional form at registration to self-report their time out. We strictly abide by the IRS’ CPE rules and turn badge scanners off ten minutes after each session begins. We cannot award CPE if your badge isn’t scanned.