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IRAs: Tax Efficient Tools for Retirement Webinar


Jan. 15
9:30 a.m. - 5:00 p.m.

CPE Credits



PICPA Member: $245 | Nonmember: $345

 More Information

Course No.
 General knowledge of individual/business income taxation and retirement accounts.

This webinar is hosted by PICPA's partner, The California Society of CPAs. After registering, you will receive an email from the California Society with the log-in information.


• Understand tax law changes relating to IRAs
• Determine similarities and differences between various IRAs such as traditional, Roth, SEP, Individual 401k, and SIMPLE. This includes comparing traditional 401ks and Roth 401ks to IRAs.
• Calculate maximum contributions to various IRAs.
• Determine the taxability of distributions from various IRAs.
• Identify when early withdrawal penalties apply to distributions from various IRAs.
• Compute required minimum distributions from IRAs.
• Identify tax planning opportunities associated with IRAs including overview of factors relevant to the Roth vs. traditional IRA decision.


• Recent legislative developments with IRAs.
• Contribution and deduction limits (including phase-outs) to traditional, Roth, SEP, Individual 401ks, and SIMPLE IRAs.
• Taxation of distributions from various IRAs.
• Rollover rules to/from different retirement accounts.
• Required minimum distribution (RMD) rules from IRAs.
• Overview of factors relevant to Roth vs. traditional IRA decision
• Overview of health savings account (HSA) eligibility rules, contribution limits and distribution rules.


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