- NY Credits : 5.0
- TX Credits : 5.0
- IRS Enrolled Agent Credits : Federal Tax/Tax Related Matters - 5.0
- IRS Non-Credentialed Return Preparer Credits : Federal Tax - 5.0
29 Tax-Smart Tips for Retirement Savers in Uncertain Times discusses various tax-smart retirement planning strategies appropriate in the current political, economic, and federal tax environment. This course gives retirement planners information to help clients make the best choices for their retirement savings. The course discusses in detail retirement plan options, including the solo 401(k). The course also covers Roth IRAs, Roth conversion transactions, and early retirement tax considerations. This course is updated to cover recent legislation, including the SECURE Act, CARES Act, 2021 Consolidated Appropriation Act, and American Rescue Plan Act.
This course is most appropriate for professionals with knowledge and experience in retirement planning or an interest in developing expertise in this area.
Included with subscription(s):
Upon successful completion of this course, the user should be able to:
identify the best tax-favored options for retirement savers,
determine the pros and cons of converting to a Roth IRA,
identify the options for employer stock held in qualified retirement plans, and
identify ways to avoid the 10% penalty on early withdrawals from retirement accounts, including alternate tax-smart sources of cash.