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IRAs - Contributions & Distributions for Traditional, Roth, SEP & SIMPLE IRAs

 Various
 
8.0
Registration is Open
Member Price
$300.00 Regular Registration
Your Price
$400.00 Regular Registration
This course is being offered on multiple dates, listed below. Click the Register button next to your preferred date to register.
 Tue, 06/24/2025 from 10:00 am to 5:37 pm
 Fri, 07/11/2025 from 9:00 am to 4:37 pm
 Thu, 07/24/2025 from 10:00 am to 5:37 pm
 Wed, 08/20/2025 from 10:00 am to 5:37 pm
 Fri, 09/12/2025 from 9:00 am to 4:37 pm
 Wed, 09/24/2025 from 10:00 am to 5:37 pm
 Fri, 10/24/2025 from 10:00 am to 5:37 pm
 Fri, 11/14/2025 from 9:00 am to 4:37 pm
 Mon, 11/24/2025 from 10:00 am to 5:37 pm
 Mon, 12/15/2025 from 10:00 am to 5:37 pm
Designed For:

Professionals that advise clients on all aspects of IRAs and want to maximize retirement plan contributions, minimize the taxes on distributions and learn the ins and outs of distributions from these accounts.

Prerequisite:

None

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 [email protected]

Delivery Method: Individual webcast
CPE Credit: Taxes
Program Level: Intermediate

Sponsors

For Technical Support: 
Please contact the ACPEN Help Desk at (877) 602-9877, [email protected]   or visit https://vscpa.acpen.com/Support/. The Help Desk is available by phone 24/7, 365 days a year. Allow 1 business day for email

Objectives

  • Compare and contrast the tax and non-tax advantages and disadvantages of the various IRAs (i.e. Traditional, Roth, SEP, SIMPLE and HSAs)
  • Calculate the maximum contributions to and taxable distributions from the various IRAs
  • List the exceptions to the 10% early withdrawal penalty from IRAs
  • Explain the rules and compute the required minimum distribution (RMD) from the IRAs during an account owner’s life (i.e., turns age 72 ½) and after their death

Speakers

Advanced Preparation

Background in individual and business income tax law

Vendor

The Virginia Society of CPAs (VSCPA) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: NASBARegistry.org.

For more information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call (800) 733-8272.