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IRAs: Tax Efficient Tools for Retirement Webinar


Sept. 21
9:30 a.m. - 5:00 p.m.

CPE Credits



PICPA Member: $295 | Nonmember: $400

 More Information

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


Understand how the recently passed SECURE ACT affects IRAowners. Discuss Proposed Regulation providing revised life expectancy tables. Evaluate factors relevant in making the Roth vs. traditional IRA decision, including understanding whether rolling from a traditional into a Roth IRA makes sense. Identify other tax planning opportunities associated with 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 under the newly passed SECURE Act rules.


Review new tax provisions affecting IRAs from the both the SECURE Act (effective January 1, 2020) and the CARES Act (applies to 2020)! Explore how the SECURE Act and the CARES Act may affect your clients’ retirement and wealth planning strategies.Review new life expectancy tables (effective January 1, 2021) used for computing required minimum distributions, compare them to the current tables, and discuss implications of the change. We will also examine recent legislative and administrative developments dealing with IRAs.Help your clients tax efficiently save for retirement. Review the ins and outs of contributions to, distributions from, and tax planning for various types of individual retirement accounts (IRAs). For example, with the recent decline in the market, it may be time to consider converting from traditional retirement accounts to a Roth IRA. We'll discuss that decision. The comprehensive IRA reference materials provided to participants, including examples of relevant tax law applications and tax planning strategies, will help you provide value to clients.


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