Retirement Planning: IRAs
Date/Time
5/29/2024
4:00 AM - 5:00 AM Central
4:00 AM - 5:00 AM Central
Course Registration
Credits
1 Credits
Event Type(s)
Webinars
Event Description
Having sufficient assets to live a comfortable and secure retirement is one of the concerns that many people face. This concern cannot be resolved without having a solid retirement plan. In this course, we will discuss the fundamentals of IRAs, stating the rules related to contributions and distributions and highlighting the effect of the recent tax law changes on the planning process. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Objectives:
After attending this presentation you will be able to...
State who may contribute to a Traditional IRA and a Roth IRA
Recognize how recent legislation has affected the taxation of IRAs
Identify contribution, distribution, and RMD planning considerations when working with IRAs
Instructor:
David Peters
Fields of Study:
Taxes
Major Topics:
Objectives:
After attending this presentation you will be able to...
State who may contribute to a Traditional IRA and a Roth IRA
Recognize how recent legislation has affected the taxation of IRAs
Identify contribution, distribution, and RMD planning considerations when working with IRAs
Instructor:
David Peters
Fields of Study:
Taxes
Major Topics:
The major topics covered in this class include:
- IRA Types & Basic Requirements
- MAGI Thresholds for Traditional & Roth IRA's
- IRA Distributions
- Handling Coronavirus Distributions
- Handling Roth IRA Distributions
- Required Minimum Distributions
- Qualified Charitable Distributions (QCD's)
Location
Webinar
Outlook/vCalendar/Google
Click on the icon next to the date(s) to add to your calendar:
| 5/29/2024 |    |
Email Reminder
