Checkpoint Learning

Course Detail

IRAs: The Complexities and Benefits  

CATEGORY: Taxation
COURSE ID: W228T, VERSION 1.00
  Webinar
2 CPE Credits

With the Secure Act in 2019 and the Cares Acts in 2020 many tax issues associated with the IRA has dramatically changed. Opening, funding, distributions, rollovers and beneficiaries are all important facets of dealing with the regular and Roth IRAs. Distribution rules in the Secure Act completely changed succession planning of inherited accounts. Congress stated intention was to makes IRAs easier to understand but the result was completely the opposite. We will work through these complexities as well as the issues to help you assist your clients in dealing with the critical decisions necessary to take full advantage of the powerful tax and distribution opportunities that congress has imparted on the IRA.

Instructor: Rick Oelerich
Instructor assignments are fluid and subject to change.

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 800-431-9025.

THIS WEBINAR IS NOT ELIGIBLE FOR CTEC CREDIT.

 

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