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Surgent's Avoiding the Top 10 Mistakes That Can Wipe Out Retirement Savings

 Various
 
2.0
Registration is Open
Member Price
$99.00 Regular Registration
Your Price
$104.00 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 12:00 pm
 Wed, 07/02/2025 from 10:00 am to 12:00 pm
 Tue, 08/12/2025 from 2:00 pm to 4:00 pm
 Tue, 09/02/2025 from 10:00 am to 12:00 pm
 Wed, 11/12/2025 from 2:00 pm to 4:00 pm
 Fri, 12/12/2025 from 10:00 am to 12:00 pm
 Thu, 02/19/2026 from 1:00 pm to 3:00 pm
 Currently available
Designed For:

All practitioners advising clients on these complex issues

Prerequisite:

None

Years of growth in a retirement account can be wiped out by one mistake. As such, retirement account owners and their advisors should take care to ensure that IRAs are operated in compliance with the governing regulations. This includes ensuring that distributions are handled properly, and that movement of retirement assets, including between IRAs and employer plans, does not violate the limitations that apply.

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

This course is being offered by a 3rd party vendor and will not be accessible on your My CPE page. Webinar access information will be emailed directly to you by Surgent McCoy.

Objectives

  • Identify penalties that can apply to distributions, and how they can be avoided
  • Help clients avoid the portability mistakes that can result in unintended tax consequences
  • Move inherited retirement assets in a manner that preserves tax deferred status
  • Help clients avoid ineligible contributions
  • Explain the operational and compliance requirements for Roth IRA conversions

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.