IRAs - Contributions & Distributions for Traditional, Roth, SEP & SIMPLE IRAs
Date/Time
12/3/2025
9:00 AM - 4:37 PM Central
9:00 AM - 4:37 PM Central
Course Registration
Credits
8 Credits
Event Type(s)
Webinars
Event Description
This comprehensive training is designed to get the accountant up to speed quickly with the different types of individual retirement accounts (IRAs). The cornerstone of the course is an in-depth coverage of the contribution and distribution rules to the Traditional, Roth, Simplified Employee Pension (SEP) and Savings Incentive Match Plan for Employees (SIMPLE) IRAs. The course will also discuss the basics of the health savings account (HSA) as well as any newly enacted tax legislation related to IRAs.
**Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to kori.herrera@acpen.com
Speakers:
J. Patrick Garverick, CPA, MT, CFP®
Location
Webinar
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