IRAs: Tax Efficient Tools for Retirement Webinar

• 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.