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IRA Boot Camp (145-16)
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Most individuals will accumulate a significant amount of wealth through contributions or rollovers from qualified plans into IRAs. Although the rules in this area provide tremendous planning opportunities, they are very complex. The purpose of this course is to provide insight and practical planning suggestions into this important area of practice.

 Export to Your Calendar 10/21/2016
When: Friday, October 21, 2016
7:30 AM - 3:45 PM
Where: UACPA Training Room
136 South Main Street Suite 510
Salt Lake City, Utah  84101
United States
Contact: April Deneault
801-466-8022


Online registration is available until: 10/20/2016
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Acronym IRAB16
CPE 8 hours
Category
Tax
Level Intermediate
Vendor Surgent McCoy
Who should attend

CPAs who want to learn about this key area of practice and all of the planning options available

Prerequisite
Basic knowledge in estate and retirement planning
Fees: Early Bird
(through 10/7)
Standard
(after 10/7)
Member $257 $285
Non-Member: N/A
$340

The Member rate applies to UACPA members and reciprocal state society members. To register online, use the ‘Register’ button above. To register by phone, call the UACPA at 801.466.8022, Monday through Friday, 8am to 4pm.

Description 
Most individuals will accumulate a significant amount of wealth through contributions or rollovers from qualified plans into IRAs. Although the rules in this area provide tremendous planning opportunities, they are very complex. The purpose of this course is to provide insight and practical planning suggestions into this important area of practice. Specific topics include:

  • The best ways to pass an IRA on to a beneficiary and avoid the pitfalls
  • How to take IRA distributions early and avoid penalties
  • Everything planners and their clients should know about rollovers – tips and traps
  • Regular, non-deductible, & Roth IRAs – limits, benefits, rules
  • SIMPLEs and SEPs: the other kinds of IRAs
  • How to take advantage of the final minimum distribution regulations
  • Splitting an IRA into multiple IRAs for beneficiary planning and significant tax benefits 
  • Comparative modeling for substantially equal payment options
  • Planning for regular IRA and qualified plan to Roth IRA conversion rollovers and rollover recharacterizations
  • The significant estate planning issues associated with IRAs, and the strategies and tactics for dealing with these issues, including making charitable contributions 
  • Late-breaking tax legislation, regulations, and rulings

Objectives

  • Distinguish between various types of IRAs
  • Explain how Roth IRAs fit into a taxpayer's retirement and estate planning
  • Describe the basics of regular, employer-sponsored SEPs and salary-reduction SEPs 
  • Discuss the basics of SIMPLE IRAs
  • Apply the general rules applicable to all rollover transactions
  • Define the vocabulary associated with the minimum distribution rules
  • Summarize basic features and planning concepts of annuities
  • Describe estate planning ramifications of qualified benefits
  • Utilize Forms, Worksheets, Examples, Exercises, and Case Studies as well as Voluntary Homework Problems and Mini-Cases to enhance and enliven the learning experience and to hone retirement planning skills

 

 

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