From 401-k's to IRA's this course covers the most common implementation, compliance and planning tools available for tax advisors. It also includes discussion of distribution requirements, rollover rules, planning strategies, contribution limits and penalty situations. All forms of IRAs are explained, followed by discussion of SEP-IRA and SIMPLE-IRA rules; then moving to defined contribution plans with heavy emphasis on 401-k plans and alternatives. An overview of defined benefit plan options is provided and accompanies dozens of useful summary charts and side-by-side comparisons of plans, compliance and alternatives. Combining a useful review of the rules with hands-on guidance and planning tools, we find this course to one of those rare classes that is as useful for the beginner as it is for the experienced practitioner.
Upon completion of this course, you will be able to: Inform your clients on the different options for retirement plans and help them to choose the best one for their personal situation.
CPE Hours : 8
Level : Basic
Prerequisites : None
Field Of Study : Accounting
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