Complete Retirement Guide
seminarRegistration Information:
Sponsor: Maryland Society of Accounting and Tax Professionals, Inc
Phone: 1-800-922-9672
Website: https://www.msatp.org/
Product Description
The "Complete Retirement Guide" is composed of the following courses: Business Pension Plans (3 hours) IRA's, Roth's and Conversions (3 hours) & Retirement Distributions, Penalties and Inheritances (2 hours)
Course Outline
Course Title & Author Business Pension Plans Robert Jennings CPA, CFP®
Credit Hours 3
Publication Date February 4, 2021
Topic Minutes
Comparison Tables 10
New Pension Plan Credit 10
Retirement Plans
Overview 5
Top Heavy Rules 5
Vesting 5
Safe Harbors 5
Qualified Plans 10
Rollovers 10
Defined Contribution Plans 5
Money purchase 5
Profit Sharing 5
401-k 15
Single or solo 401-k 15
Roth 401-k 5
Defined Benefit Plans 10
Creditor Protection 5
Rollovers as Business Startups (ROBS) 10
SEP-IRA 15
SIMPLE-IRA 15
TOTAL 165
Course Outline
Course Title & Author IRAs, Roths and Conversions Robert Jennings CPA, CFP®
Credit Hours 3
Publication Date February 7, 2021
Topic Minutes
IRA History 5
2018-2020 IRA Changes 10
Covid 19 changes FROM cares Act 5
3 year rollover rules 10
Traditional Deductible IRAs 30
Disclaiming an IRA 5
Non Deductible IRAs 10
Rollovers and Transfers 15
Prohibited Transactions & Investments 10
Roth IRAs 20
Will Roths become taxable 5
Roth conversions 5
Roth Withdrawals 10
IRA Tax Planning 20
Savers Credit 5
Total Minutes 165
Course Outline
Course Outline
Course Title & Author Retirement Distributions, Penalties & Inheritances Robert Jennings CPA, CFP®
Credit Hours 2
Publication Date February 6, 2021
Topic Minutes
Required Distributions 10
Rollovers 5
Waiving 60 day rollover rule 5
RMD beginning date 5
Qualified Charitable Distributions 5
Excess Contribution Penalties 15
Secrets of Retirement Withdrawals-Tax Planning 15
Waiving 50% Penalty for failure to take RMD 5
Withdrawals 5
Account Owner RMD 5
Early Distributions 5
Penalty Exceptions 10
Inherited IRAs 5
Spouses 10
Eligible Designated Beneficiaries 5
Non Spouse Beneficiaries 5
Roth IRA Distributions 5
Incorrect 1099R 5
120
Attendee Requirements
Call society/sponsor for location and hotel information as needed.
Location Details
Address(es):
Clarion Inn FSK Frederick Event Center
5400 Holiday Drive
Frederick, MD 21703
Prerequisites
NoneField of Study
Taxes-TBDHours
0NASBA Categories
TaxesCourse Level
IntermediateCourse Objectives
Upon completion of Part 1 you will be able to determine how to handle qualified domestic relations order distributions and identify the five rules for withdrawals from qualified plans,as well as the characteristics for Profit-Sharing Plans. You will receive an overview of various retirement plans and their top heavy rules, rollovers, vesting, and Safe Harbors. In addition, you will be able to define Money Purchase Plan and SEP-IRAs as well as identify the properties of SIMPLE plans and determine who should benefit from SIMPLE plans. Participants will gain an understanding of defined contribution plans, including such topics as profit sharing, money purchase, and single, solo, or Roth 401k’s. The course will cover comparison tables, new pension plan credits, defined benefit plans, creditor protection, and rollovers as business startups (ROBS).
Part 2 instructs the student in all types of deductible, non-deductible and Roth IRAs. Included are discussions on qualification for contributions, allowable investments, rollover and conversion rules and limits, transfers, QCD’s, 1 time HSA transfers and planning. It is a complete reference guide to all things IRA! The 2nd half of the course course instructs the student in determining when distributions are required and how to calculate them for IRAs and qualified plans. We also discuss the penalties for failure to take RMD’s (and how to waive them) and the exceptions to the 10% early withdrawal penalty. Additional discussions are provided for QCDs. The remainder of the course discusses inherited accounts, RMD and rollover options and rules for spouses and non-spouse beneficiaries.
Available Options
Webinar
A scheduled, online course viewable on any computer or device with Zoom access; suitable for single person use. Webinars include: online course, eBook download, & PDF of PowerPoint slides. CPE credit will be issued based on log in time and percentage of polling questions answered.
View ProductSelf Study Options
On Demand
An online, previously recorded course viewed at your convenience. The course is added to your TaxSpeaker account for instant access and includes: eBook, PDF of PowerPoint slides, downloadable course video, & (1) exam required for CPE credits.
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Ebook/DVD
A digital, downloadable PDF course manual & DVD package which includes: digital manual, DVD of course presentation, PDF of PowerPoint slides & (1) exam required for CPE credit. The DVD will be shipped to you and the manual/slides will be added to your TaxSpeaker account to download at your convenience.
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Manual/DVD
A physical, printed copy of our course manual and a course DVD. Included is: manual, DVD, PDF of PowerPoint slides, & (1) Exam required for CPE credit. The manual and DVD will be shipped to you; the slides will be added to your TaxSpeaker account to download at your convenience.
View ProductSpeaker Details
Bob Jennings CPA, EA
Disclaimer
All policies and registration and fees are established by society/sponsor.
