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The ULTIMATE PACKAGE – Purchasable in 40 hour incriments, you can use these hours to choose which events you would like to attend. Choose between LIVE SEMINARS or LIVE WEBCASTS.
Credit Hours: 6
By: Bob Jennings, CPA, EA
IRS Number: 5KBKR-T-00402-16-S
Updated for the 12/2015 PATH Act and the 2015 Trade Bill, In this course, you will learn about benefit plans,
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
Field of Study
**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.
Credit Hours: 6
by Bob Jennings, CPA, EA
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