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Retirement Distributions: Planning Options (4151430C)
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"With the nation's largest generation facing retirement, plan assets amount to almost $10 trillion, and as legislators debate Social Security and pension plans, private retirement accounts are a critical asset for aging clients and forward-thinking families. Improper beneficiary choices and faulty distribution calculations can result in penalties or unnecessary taxes and may cause your clients to lose as much as 75 percent of their retirement plan. Go beyond mere calculations and learn how to re

12/1/2015
When: 12/1/2015
9:30 AM - 5:30 PM
Where: Webcast/Webinar
Presenter: Mary Kay A. Foss, CPA
Contact: April Deneault
801-834-6634


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With the nation's largest generation facing retirement, plan assets amount to almost $10 trillion, and as legislators debate Social Security and pension plans, private retirement accounts are a critical asset for aging clients and forward-thinking families. Improper beneficiary choices and faulty distribution calculations can result in penalties or unnecessary taxes and may cause your clients to lose as much as 75 percent of their retirement plan. Go beyond mere calculations and learn how to really assist your clients with their retirement planning.
Course materials contain final regulations governing plan distributions and copies of all pertinent IRS forms and rulings. Updated with the latest cases, rulings, regulations and legislation, this course provides you with the necessary tools to better serve clients who are about to retire or begin IRA withdrawals on their own or as a beneficiary.


Objectives:




    Identify issues and apply the regulations to distribution alternatives.
    Recognize penalty taxes and how to avoid them.
    Calculate distributions required during lifetime and after death.
    Determine how the death of an owner or beneficiary affects distributions.
    Recognize the pros and cons of various beneficiary choices to assist your client in selecting the best options.

   


        
   

Major Subjects:




    Roth IRA: Is it the right choice?
    Income tax treatment of distributions from pension, profit sharing, 401(k), IRA, Keogh and Sec. 403(b) plans
    Strategies for distributions before age 591/2
    Laws, regulations and IRS rulings concerning plan distributions
    Avoiding the 50 percent penalty on deficient distributions
    Integration of estate planning with distribution decisions
    Surviving spouse opportunities and dilemmas
    Self-directed IRA investment problems

   
           

Designed For: CPAs, financial planners, attorneys and investment advisers who offer advice on retirement and estate planning issues.
 

Prerequisite:  Experience in individual tax preparation and planning; general knowledge of retirement plans.

Advanced Prep:  None

Speaker: Mary Kay A. Foss, CPA

Vendor: CalCPA

Field of Study:    Taxes

Level:   Intermediate

CPE Credit: 8 Hours

Acronym: RPDO

 

Registration Fees:

Members: $275

Nonmembers: $375

 

Meet the Speaker:

Mary Kay Foss joined Sweeney Kovar as a director in 2010.  She has more than thirty years of practical experience in advising clients about retirement, income and estate planning issues. She is a frequent lecturer for community, professional and business groups and has authored and presented courses for tax professionals throughout California.

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