Wisconsin Tax Seminars
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2023 Complete Retirement Guide -LIVE WEBINAR
Monday, June 05, 2023, 8:00 AM - 4:00 PM CDT
Category: Seminars

 

Complete Retirement Guide-LIVE WEBINAR

Date

June 5th 8am to 4pm


Seminar Rates

Members:

$300
$350 After May 22nd

Non Members:

$325
$375 After May 22nd

Deadline to Register: June 3rd

Location:

LIVE WEBINAR

You'll participate from your home or office

  

CPE - 8 Credits Tax

 Click Here To Register 

Complete Retirement Guide Live Webinar

Speaker: Bob Jennings

 This is a LIVE WEBINAR, not an in person seminar.

The ‘Complete Retirement Guide’ will consist of overviews for each of the following: Business Pension plans, IRAs, Roths & Conversions & Retirement Distributions and has been updated to include the latest retirement changes from 2022’s Secure Act 2.0.

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.

Click Here To Register 

 



Contact: Jolynn McIntosh [email protected] 800-237-4080, 608-325-5250