Checkpoint Learning

Course Detail

IRAs, Pensions and 401(k)s: Planning for Retirement and Beyond  

CATEGORY: Taxation
COURSE ID: W294T, VERSION 1.00
Webinar
8 CPE Credits
Level: Basic
Please contact a salesperson at 800.231.1860 to buy this course.

In this webinar, we will discuss the various ways to save for retirement and the tax ramifications for each.  You will learn how early withdrawals are treated differently for 401(k) plans than for IRAs, the pros and cons for rolling over a 401(k) plan to an IRA, how funding a Defined Benefit can result in HUGE tax savings for older workers, conversions to Roth IRAs, how to “back door” a Roth IRA for high income workers and much, much more.

NOTE: The voluntary IRS Annual Filing Season Program (AFSP) requires that CE Sponsors collect PTINs from IRS professionals who wish to receive IRS credit. IRS PTIN holders (including Enrolled Agents) should enter their IRS PTIN into Checkpoint Learning so that course completions can be reported to the IRS. You do not need to enter your PTIN for each course you take; you only need to add it once. If you have any questions on how to do this, please contact us 800-231-1860.

THIS WEBINAR IS NOT ELIGIBLE FOR CTEC CREDIT.

Please see outline below for webinar break schedule.

Please contact a salesperson at 800.231.1860 to buy this course.
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Course outline

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