NSA Webinar - Retirement Planning

When:  Oct 5, 2016 from 02:00 PM to 04:00 PM (ET)

This webinar will focus on retirement planning, including descriptions of various types of retirement plans and evaluates a series of planning techniques for maximizing funds for retirement. The tax consequences of all types of retirement plans, from simple Individual Retirement Accounts (IRAs) to comprehensive corporate plans, will be covered. The focus then will shift to planning possibilities, such as rollovers to Roth IRAs, complying with Required Minimum Distribution rules, and choosing the best plans for small business.

Learning Objectives:
Upon completion of this course, you will be able to:

  • Describe the basic requirements, benefits, and limits of qualified retirement plans, from the perspective of both the employer and employee
  • Describe the requirements of SEP and SIMPLE retirement plans
  • Identify the benefits and restrictions applicable to regular and Roth Individual Retirement Accounts
  • Explain the tax consequences of nonqualified retirement plans
  • Evaluate the effect of supplemental retirement plans on take-home pay and projected retirement benefits
  • Evaluate retirement planning strategies to individuals using spreadsheet examples to illustrate pension maximum strategies and making a Sec. 83(b) election for nonqualified plans.

IRS CE: 2 Hours/Federal Tax Law
NASBA CE: 2 Hours/Taxes

Presented by John O. Everett, CPA, Ph.D., and Cherie J. Hennig, CPA, Ph.D.

NSA ConnectED Webinar Series
Program Level: Basic
Prerequisites: None
Advance Preparation: None
Delivery Method: Group-Internet Based

No refunds or exchanges for cancellations. For more information regarding refund, complaint and/or program cancellation policies, please contact NSA toll-free at 800-966-6679.

NSA is approved by NASBA, the IRS, ACAT, and CTEC as a provider of continuing professional education.

The National Society of Accountants is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.

NSA has been approved by the California Tax Education Council to offer the above courses to go towards the annual "continuing education" requirement imposed by the state of California. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, by phone at (877) 850-2832, or on the Internet at www.ctec.com.

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