Available with CPE SelectOnline
# of CPE Credits
1
Description
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.
Required Knowledge: None
Advanced Preparation: None
Who Should Attend: CPAs and financial advisors who want to know more about the basic theory and concepts behind financial planning utilizing IRAs.
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
- Specialized Knowledge: 1
Event Level:Basic
Event Code:ODX03025
Event Vendor:CPA Crossings, LLC
Fields of Study:Specialized Knowledge
Other fields:
- NCACPA On Demand 365
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.