Description
Please note: This course will expire on Wednesday, April 30, 2025 at 11:59 pm ET. Please complete the course AND submit credit before the deadline.
For licensing purposes, all CPE applies to the calendar year in which a course was taken and completed.
Save a copy of your Certificate of Completion for your records. Once submitted, your CPE hours will also reflect in your official CPE transcript.
For licensing purposes, all CPE applies to the calendar year in which a course was taken and completed.
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. In this course, we will discuss the fundamentals of IRAs, stating the rules related to contributions and distributions and highlighting the effect of the recent tax law changes on the planning process.
Event Level: Overview
Who Should Attend: CPAs and financial advisors who want to know more about the basic theory and concepts behind financial planning utilizing IRAs
Required Knowledge: Basic understanding of taxation of IRAs
Advanced Preparation: Basic understanding of taxation of IRAs
Vendor: Peters Professional Education
Speaker: Peters, David
Objective
* State who may contribute to a traditional IRA and a Roth IRA * Recognize how recent legislation has affected the taxation of IRAs * Identify contribution, distribution, and RMD planning considerations when working with IRAs
Credit Types
- Taxes: 1
Event Speaker(s)
Event Level:Overview
Event Code:OD008124
Event Vendor:Peters Professional Education
Fields of Study:Taxes
Tags:New Course, 1 hour
Other fields:
Registration Fees
| Registration | Type | Price |
|---|---|---|
| On Demand (1 hour) | Members | $60.00 |
| On Demand (1 hour) | Non Members | $175.00 |
The North Carolina Association of Certified Public Accountants 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: www.nasbaregistry.org/.For information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call 800-469-1352.