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.