Making the Most of Retirement Accounts in 2020 (Currently Unavailable)

Find out what you need to know about the tax treatment rules concerning contributions to and distributions from traditional and Roth IRAs and how to apply them.

Retirement Plans, Pensions and Annuities discusses the federal income tax treatment of, and limitations related to a) qualified employee plan contributions and distributions, and b) commercial annuity contracts. It examines the qualified plan limits and income taxability of: employer and employee contributions (including designated Roth account contributions); plan loans; life insurance contained in the plan; plan distributions, including distributions as periodic payments and non-periodic payments; required minimum distributions; and rollovers. The course also examines the tax treatment of lump-sum distributions and periodic payments received under commercial annuity contracts.

Individual retirement accounts are investing tools that permit individuals to set aside money for retirement in a way that is preferential from a tax standpoint.

This eight-hour course led by experienced instructor and practitioner Bradley Burnett, J.D., LLM. is for anyone desiring to brush up on and deepen their knowledge of IRAs, Roth IRAs, SEPS, and SIMPLE Plans. Tightening down the hatches and intelligently using tax breaks to help leverage one's future is critical to being able to retire and retire well. This course locks down on building a future to count on via a thorough exploration of all tax and asset protection aspects individual retirement accounts and related arrangements.