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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: 4
By: Bob Jennings, CPA, EA
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: 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
**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: 4
by Bob Jennings, CPA, EA
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