Date: Sept. 23, 2024
Time: 8 a.m. – 3:30 p.m. PT
This comprehensive training is designed to get you quickly up to speed with the different types of Individual Retirement Accounts (IRAs). The cornerstone of the course is an in-depth coverage of the contribution and distribution rules to the Traditional, Roth, Simplified Employee Pension (SEP) and Savings Incentive Match Plan for Employees (SIMPLE) IRAs. The course will also discuss the basics of the Health Savings Account (HSA) as well as any newly enacted tax legislation related to IRAs.
1000002840-125396
Professionals that advise clients on all aspects of IRAs and want to maximize retirement plan contributions, minimize the taxes on distributions and learn the ins and outs of distributions from these accounts.
Taxes
Intermediate
Background in individual and business income tax law.
None.
This is a pre-recorded broadcast. The Instructor will be available to answer questions via the chat feature.