Please note: This course must be completed by Tuesday, December 31, 2024 at 11:59 pm ET. Please complete the course AND submit credit before the deadline. Save a copy of your Certificate of Completion for your records. Once submitted, your CPE hours will also reflect in your official CPE transcript.
Having sufficient assets to live a comfortable and secure retirement is one of the concerns that many people face. This concern cannot be resolved without having a solid retirement plan. This course gives a chance for new practitioners to help people to build wealth by talking about the different IRAs, stating the rules related to contribution and distributions, and highlighting the effect of the recent tax law changes on the planning process in order to get tax benefits.
Event Level: Overview
Who Should Attend: Tax practitioners who are looking to understand IRA basics and new tax rules related to IRAs
Required Knowledge: Basic knowledge of tax law
Advanced Preparation: Basic knowledge of tax law
Vendor: Peters Professional Education
Speaker: Peters, David