2016 Complete Retirement Guide

On Demand Webcasts

Credit Hours: 6

By: Bob Jennings, CPA, EA


Additional Exams **

IRS Number: 5KBKR-T-00402-16-S
Product Description:

Updated for the 12/2015 PATH Act and the 2015 Trade Bill, In this course, you will learn about benefit plans,
defined contribution plans including: 401(k), Roth 401(k), Solo 401(k), and all forms of IRAs including SEP, SIMPLE. You will also learn about all forms of IRAs, including the history of IRAs, prohibited transactions rollover IRAs and a variety of topics with regards to Form 5329 Retirement Distributions & Penalties.

Product Details
Credit Hours: 6
Price: $107.00
Shipping: Download immediately. Download Table of Contents
Availability: In Stock.

Course Objective

Upon completion of this course, you will be able to: 1. Determine which tests are used for various types of Pensions 2. Determine which Retirement Plan is best suited to different clients 3. Determine how an IRA may be invested 4. Identify the differences between different retirement accounts 5. Determine what is involved in making withdrawals from Roth IRAs 7. Determine when Taxpayers can contribute to a 2015 Roth IRA 8. Identify when to take advantage of IRA rollovers 9. Define Non-periodic payment 10. Determine when RMDs should be taken 11. Identify the five rules for withdrawals from qualified plans 12. Determine how to handle qualified domestic relations order distributions

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NASBA Category


Publication Date

**One exam credit is included at no charge with each product purchased. Additional exam credits can be purchased above. Exams can be taken up to 1 year from purchase date.

2016 Complete Retirement Guide

On Demand Webcasts

Credit Hours: 6

by Bob Jennings, CPA, EA