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A Practitioner's Guide to IRAs and Qualified Retirement Plans

 Various
 
8.0
Registration is Open
Member Price
$225.00 Regular Registration
Your Price
$275.00 Regular Registration
This course is being offered on multiple dates, listed below. Click the Register button next to your preferred date to register.
 Wed, 06/18/2025 from 10:00 am to 5:38 pm
 Wed, 06/25/2025 from 11:00 am to 6:38 pm
 Thu, 07/10/2025 from 2:00 pm to 9:38 pm
 Tue, 08/12/2025 from 4:00 pm to 11:38 pm
 Wed, 09/10/2025 from 2:00 pm to 9:38 pm
 Tue, 10/14/2025 from 4:00 pm to 11:38 pm
 Mon, 11/10/2025 from 2:00 pm to 9:38 pm
 Fri, 12/12/2025 from 4:00 pm to 11:38 pm
Designed For:

CPAs, finance professionals

Prerequisite:

A basic understanding of retirement planning concepts, tax laws and regulations, and investment strategies

Are you ready to expand your practice and offer comprehensive retirement planning services? Look no further! Delve deeper into the realm of IRAs and qualified retirement plans with this comprehensive eight-hour course tailored for financial practitioners. Understanding the intricate tax implications, design options, and strategic considerations of these plans is essential for meeting your clients' diverse retirement needs effectively. By the end of the program, practitioners will emerge equipped to confidently advise clients on a myriad of retirement planning strategies, enhancing their expertise and credibility in the field.

Explore the intricacies of different IRAs, ranging from traditional to Roth, and gain valuable insights into SEPs, qualified plans, and contribution plans. Navigate through the complexities of 401(k) plans, including Roth 401(k)s, and master the art of seamlessly navigating minimum distribution rules. Through practical highlights, case studies, and real-world scenarios, this course empowers practitioners to not only select the optimal retirement plans for their clients' unique financial goals but also to provide personalized retirement solutions tailored to individual needs. Don't miss out on this opportunity to elevate your practice and establish yourself as a trusted advisor in retirement planning. Enroll today and embark on a journey towards maximizing your clients' financial future!

**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

  • Define different IRAs to facilitate better client understanding
  • Recognize the characteristics of SEPs, qualified plans, and contribution plans
  • List the various types of 401(k) plans available to clients
  • Compare and contrast different retirement plans to assist clients in decision-making
  • Identify the rules governing minimum distributions to ensure compliance
  • Analyze the advantages and disadvantages of different IRA options
  • Evaluate the suitability of retirement plans based on client financial goals
  • Interpret complex retirement planning scenarios and provide informed recommendations

Speakers

Advanced Preparation

None

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.