Gear Up

Course Detail

IRAs, Pensions and Other Retirement Resources - 2018  

CATEGORY: Taxation
8 CPE Credits
Level: Basic

This course will cover the detailed and unique requirements of various types of retirement savings and other resources that are used in retirement planning. Coverage includes funding requirements to avoid disqualification during the working years and distribution options and opportunities during the retirement years. Know the best options for saving and distributing from retirement resources including social security.

Early Bird Deadline for most self-sponsored seminars is: July 1, 2018
Does not apply to association seminars, or to seminars held as part of a spring or summer conference event.

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Course outline