2024 A Practitioner's Guide to IRAs and Qualified Retirement Plans WEBCAST

Overview

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. Understanding the intricate tax implications, design options, and strategic considerations of these plans is essential for meeting your clients’ diverse retirement needs effectively. 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 you to not only select the optimal retirement plans for your 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.

Highlights

Traditional and Roth IRAs: Understanding retirement savings options. SEP and SIMPLE IRAs: Exploring retirement plans for small businesses. Qualified Plans: Navigating employer-sponsored retirement plans. Defined Benefit and Defined Contribution Plans: Comparing retirement plan structures.401(k) Plans: Maximizing benefits with employer-sponsored options. Retirement Plan Selection: Choosing the best plan for individual client needs. Minimum Distribution Rules: Ensuring compliance and understanding withdrawal regulations. Tax Implications: Analyzing the tax consequences of retirement plan decisions. Retirement Planning Strategies: Implementing effective strategies for client financial goals.

Prerequisites

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

Designed For

CPAs and finance professionals.

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.

Preparation

None.

Notice

None.

Fees

Credits

Level

Code

Vendor

Fields of Study

Leader(s):

Arthur Werner, Shareholder, Werner-Rocca Seminars Ltd

Leader Bios

Arthur Werner, Shareholder, Werner-Rocca Seminars Ltd

4.94 stars out of 5 - speaker rating for 2019

“Art Werner is a great speaker. Smart and entertaining.”
“Very well done! [Art Werner is] engaging and answered questions.”
“Great use of examples [by Art Werner], made the day fly by.” - past attendees

Art Werner is currently a shareholder in and is the President of the lecture firm Werner - Rocca Seminars, Ltd. Mr. Werner’s areas of expertise include business, tax, financial, and estate planning for high net worth individuals. In addition, Mr. Werner is an adjunct professor of taxation in the Master of Science in Taxation program at the Philadelphia University located in Philadelphia, Pennsylvania. Mr. Werner received his B.S. in Accounting and his M.S. in Taxation from Widener University. He holds a J.D. in Law from the Delaware Law School. Mr. Werner lectures extensively in the areas of Estate Planning, Financial Planning, and Estate and Gift Taxation to Certified Public Accountants, Enrolled Agents, Insurance Agents, and Financial Planners, and has presented well in excess of 2,000 eight-hour seminars over the past 20 years. Over the past 20 years, Mr. Werner was rated as having the highest speaker knowledge in his home state of Pennsylvania by the Pennsylvania Institute of Certified Public Accountants, was awarded the AICPA Outstanding Discussion Leader Award in the State of Nevada, the Florida Institute of CPAs Outstanding Discussion Leader Award, and the South Carolina Association of CPAs Outstanding Discussion Leader Award.

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