TaxSpeaker

2017 Complete Retirement Guide

E-Book & DVD Package

Credit Hours: 4

By: Bob Jennings, CPA, EA

Quantity

Additional Exams **

$145.00
 
Product Description:

This is a course composed of three individual courses. Although presented in 1 manual for your ease in reference, they are included in the 1 book as 3 separate and distinct books as follows:
• Business Pension Plans
• IRAs, Roths & Conversions
• Retirement Distributions, Penalties & Inheritances

Business Pension Plans:
This course (updated for 2017) covers defined benefit plans, defined contribution plans including:401(k), Roth 401(k), Solo 401(k), and all forms of IRAs including SEP, SIMPLE and much more!

IRAs, Roths & Conversions:
This course covers all forms of IRAs including the history of IRAs, prohibited transactions, rollover IRAs and much more with the latest 2017 amounts.

Retirement Distributions, Penalties & Inheritances:
This course discusses early distributions, penalty exceptions and Much more!

Product Details
Credit Hours: 4
Price: $145.00
Shipping: $10.00 + $5.00 Download Table of Contents
Availability: Available on Sep 5, 2017
Testimonials

Course Objective

Business Pension Plans: Upon completion of this course, the student should be able to: · Compare and contrast different types of retirement plans and discuss top heavy rules with clients; · Provide clients with detailed information about defined contribution and defined benefit plans; · Define SEPs to clients and summarize advantages and disadvantages of these plans; · Define SIMPLE plans to clients and summarize advantages and disadvantages of these plans; IRAs, Roths & Conversions: Upon completion of this course, the student should be able to: · Compare and contrast traditional deductible, traditional non-deductible, and rollover IRAs with clients; · Define contribution limits and deductions phase-outs to clients. Retirement Distributions: Upon completion of this course, the student should be able to: · Define early distributions · Define associated penalties · Define exceptions for clients.

Field of Study

Taxes

Prerequisites

None

Course Level

Basic

NASBA Category

Taxes

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.

2017 Complete Retirement Guide

E-Book & DVD Package

Credit Hours: 4

by Bob Jennings, CPA, EA