IRA Boot Camp

Sep 29
8:00 - 4:00 p.m.

Penn State Great Valley - Main Bldg
Malvern - Map

8-Tax
CPE Credits

Gather insight and planning strategies for contributions or rollovers from qualified plans to IRAs. Discuss forms, worksheets, examples, and case studies to hone retirement planning skills.
Highlights

Types of IRAs, including SIMPLEs and SEPs
Regular, employer-sponsored SEPS and salary-reduction SEPs
Roth IRAs in retirement and estate planning
Rules for all rollover transactions
Features and planning concepts of annuities
Minimum distribution rules
Estate planning ramifications of qualified benefits
Early IRA distributions without penalties
Final minimum distribution regulations
Comparative modeling for substantially equal payment options
Estate planning and IRAs

Registration

PICPA Member: $275
Nonmember: $375

More Information

Course No. 744100

Level: Intermediate

Prerequisites: Knowledge of estate and retirement planning.

Speaker(s)

Edward Harter

Edward A. Harter, CPA

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