Denise Appleby- Author, Speaker on IRAs & Employer Retirement Plans; Consultant, and Trainer of Choice for Financial and Tax Professionals
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Individual course: $89
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Tax practitioners are often challenged when trying to determine which rules apply to IRAs owned by clients who get married, get divorced, retire, attain age 70½ or die. This program summarizes and explains those rules so tax practitioners can understand which IRA rules apply to these life-changing events. Because the governing tax code and other authoritative sources are complex, our panelists will present the topics simply and in plain English to help ensure understanding and provide practical solutions that tax professionals can use in their practices.
Instructor(s): Denise Appleby, APA, CISP, CRPS, CRC, Mike Tucker, Ph.D., LL.M., J.D., CPA
CPE Credits: 2
Register here : https://www.surgentcpe.com/cpe-courses/Top-20-Roth-Rules-Tax-Free-Retirement-Income-IRA2
Since becoming available in 1998, Roth accounts have become increasingly popular. This is primarily because of the opportunity for tax-free distributions; unlike traditional accounts, for which tax-deferred amounts would be taxable when distributed. Those who want to take advantage of Roth accounts should understand the different ways in which contributions can be made, the different types of contributions, and limitations that apply to such contributions.
Financial advisors, tax professionals, and individuals who support IRAs and employer plans (employees of financial institutions who answers questions about and handle transactions for IRAs and employer plans)
A basic understanding of individual income tax
Register here : https://www.surgentcpe.com/cpe-courses/Guide-Fundamental-Rules-Tax-Free-Roth-401k-IRA3
According to the Center for Retirement Research at Boston College, about 40 percent of marriages end in divorce. For many of these individuals, IRAs are included in their divorce settlement agreement. The spouse who receives an IRA as part of a divorce settlement agreement is responsible for paying any income tax due on the amount. To ensue that this requirement is properly applied, the applicable provisions in the Tax Code must be adhered to.
Register here : https://www.surgentcpe.com/cpe-courses/Top-10-Factors-Choosing-Between-SEP-IRA-SIMPLE-IRA-IRA7
SEP IRAs and SIMPLE IRA plans are easy to establish and operate and have little administrative cost. They are also easy to communicate to employees and are often considered to be ideal starter plans for small businesses. Both plans have competing and similar features and benefits that would make them suitable for the small business.
Register here : https://www.surgentcpe.com/cpe-courses/Retirement-Account-Early-Distribution-Penalty-Exceptions-IRA6
Distributions from retirement accounts that occur before the account owner reaches age 59½ are subject to a 10% additional tax, unless an exception applies. Eligibility for any of these exceptions is determined by several factors, including the type of account from which the distribution is made. Making a wrong move can result in a retirement account owner losing eligibility for an exception. In some cases, exceptions can only be claimed through proper reporting on the individual's tax return.
Register here : https://www.surgentcpe.com/cpe-courses/Top-20-Strategies-Avoiding-RMD-Mistakes-Penalties-IRA5
Required minimum distribution (RMD) must begin for the year in which the account owner reaches age 70½, unless an exception applies. Failure to comply with the RMD rules will result in the account owner owing the IRS a 50% excess accumulation penalty on any RMD shortfall. RMDs must also be taken from inherited accounts, and the process for determining RMDs for these accounts are more complex than those that apply to RMDs for non-inherited accounts. Interested parties must understand the compliance requirements that apply to RMDs, to be able to assist in ensuring that penalties are avoided.
Register here : https://www.surgentcpe.com/cpe-courses/Guide-Avoiding-Top-10-IRA-Distribution-Mistakes-IRA4
Register here : https://www.surgentcpe.com/cpe-courses/20-essential-ira-tips-saving-taxes-avoiding-penalties
Years of savings in an IRA or other tax deferred retirement account can be lost to avoidable income tax, IRS penalties and poor tax planning. In many cases, these costs can be avoided by following the provisions in the Internal Revenue Code, IRS regulations and other IRS guidance. These sources, however, are often very complex and can be easily overlooked or misunderstood. This webinar covers 20 tax saving tips that can help account owners avoid pitfalls that frequently cost them a great deal of money.
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