Event Details

The 'Complete Retirement Guide' will consist of overviews for each of the following: Business Pension plans, IRAs, Roths & Conversions & Retirement Distributions and has been updated to include the latest retirement changes from 2022's Secure Act 2.0.


Upon completion of Part 1 you will be able to determine how to handle qualified domestic relations order distributions and identify the five rules for withdrawals from qualified plans, as well as the characteristics for Profit-Sharing Plans. You will receive an overview of various retirement plans and their top-heavy rules, rollovers, vesting, and Safe Harbors. In addition, you will be able to define Money Purchase Plan and SEP-IRAs as well as identify the properties of SIMPLE plans and determine who should benefit from SIMPLE plans. Participants will gain an understanding of defined contribution plans, including such topics as profit sharing, money purchase, and single, solo, or Roth 401k's. The course will cover comparison tables, new pension plan credits, defined benefit plans, creditor protection, and rollovers as business startups (ROBS). Part 2 instructs the student in all types of deductible, non-deductible and Roth IRAs. Included are discussions on qualification for contributions, allowable investments, rollover and conversion rules and limits, transfers, QCD's, 1 time HSA transfers and planning. It is a complete reference guide to all things IRA! The 2nd half of the course instructs the student in determining when distributions are required and how to calculate them for IRAs and qualified plans. We also discuss the penalties for failure to take RMD's (and how to waive them) and the exceptions to the 10% early withdrawal penalty. Additional discussions are provided for QCDs. The remainder of the course discusses inherited accounts, RMD and rollover options and rules for spouses and non-spouse beneficiaries.


  • Prerequisites: None
  • Hours: 8
  • Field of Study: Taxes - 8
  • Course Level: Intermediate
  • IRS Number: Pending

Early Registration Deadline: June 1, 2023

Agenda

8:00 AM - 4:00 PM
Complete Retirement Guide
Bob Jennings
This TaxSpeaker Internet-Live webcast will begin and end promptly at stated time. All 8-hour webcasts will break for lunch, and have 2, 10–15-minute breaks. Attendees must answer 75% of all ...
This TaxSpeaker Internet-Live webcast will begin and end promptly at stated time. All 8-hour webcasts will break for lunch, and have 2, 10–15-minute breaks. Attendees must answer 75% of all polling questions given during the day to obtain the full hours of CPE Credits.
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Tickets

MEMBER

Select this option if you are a MEMBER of MAPA.

Member Price $325
NON Member

Select this option if you are NOT a member of MAPA.

Standard Price $385

Documents

Complete Retirement Guide Registration Formdownload

Speakers

  • BJ

    Bob Jennings

    CPA, EA at TaxSpeaker

    https://www.taxspeaker.com

    Bob is a nationally renowned author and speaker, presenting continuing education classes to over 100,000 tax professionals over the last 20 years all over the world. Bob is a licensed CPA (Indiana), and an IRS Enrolled Agent. Bob is also a prolific author and has published over 60 professional articles in such magazines as the Journal of Accountancy as well as many other professional and consumer publications; annually authors several tax, accounting and technology manuals; and is a regular columnist for FoxBusiness.com. As the founder of his own regional CPA firm in 1984, Bob has dealt exclusively with individual and small business financial issues for over 30 years. Bob appears regularly in the media and has been quoted extensively by numerous publications. He has recorded an extensive number of information videos, DVD’s and instructional clips available on his website at TaxSpeaker.com.

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