2024 A Practitioner’s Guide to IRAs and Qualified Retirement Plans
Total Credits: 8 including 8 Taxes - Technical
- Average Rating:
- 21
- Categories:
- ACPEN Industry Institute | Tax | IRS Approved
- Speaker:
- Arthur Werner
- Course Levels:
- Intermediate
- Duration:
- 8 Hours
Description
Are you ready to expand your practice and offer comprehensive retirement planning services? Look no further! Delve deeper into the realm of IRAs and qualified retirement plans with this comprehensive eight-hour course tailored for financial practitioners. Understanding the intricate tax implications, design options, and strategic considerations of these plans is essential for meeting your clients' diverse retirement needs effectively. By the end of the program, practitioners will emerge equipped to confidently advise clients on a myriad of retirement planning strategies, enhancing their expertise and credibility in the field.
Explore the intricacies of different IRAs, ranging from traditional to Roth, and gain valuable insights into SEPs, qualified plans, and contribution plans. Navigate through the complexities of 401(k) plans, including Roth 401(k)s, and master the art of seamlessly navigating minimum distribution rules. Through practical highlights, case studies, and real-world scenarios, this course empowers practitioners to not only select the optimal retirement plans for their clients' unique financial goals but also to provide personalized retirement solutions tailored to individual needs. Don't miss out on this opportunity to elevate your practice and establish yourself as a trusted advisor in retirement planning. Enroll today and embark on a journey towards maximizing your clients' financial future!
**Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to kori.herrera@acpen.com.
Basic Course Information
Learning Objectives- Define different IRAs to facilitate better client understanding
- Recognize the characteristics of SEPs, qualified plans, and contribution plans
- List the various types of 401(k) plans available to clients
- Compare and contrast different retirement plans to assist clients in decision-making
- Identify the rules governing minimum distributions to ensure compliance
- Analyze the advantages and disadvantages of different IRA options
- Evaluate the suitability of retirement plans based on client financial goals
- Interpret complex retirement planning scenarios and provide informed recommendations
Major Subjects
- Traditional and Roth IRAs: Understanding retirement savings options
- SEP and SIMPLE IRAs: Exploring retirement plans for small businesses
- Qualified Plans: Navigating employer-sponsored retirement plans
- Defined Benefit and Defined Contribution Plans: Comparing retirement plan structures
- 401(k) Plans: Maximizing benefits with employer-sponsored options
- Retirement Plan Selection: Choosing the best plan for individual client needs
- Minimum Distribution Rules: Ensuring compliance and understanding withdrawal regulations
- Tax Implications: Analyzing the tax consequences of retirement plan decisions
- Retirement Planning Strategies: Implementing effective strategies for client financial goals
Course Materials
| Important CPE Credit Instructions_READ BEFORE WEBCAST UPDATED (442.7 KB) | Available after Purchase | ||
| A Practitioner’s Guide to IRAs and Qualified Retirement Plans Handout (5.1 MB) | Available after Purchase | ||
| IRS CE Credit Request Form (265.6 KB) | Available after Purchase | ||
Speaker
Arthur Werner Related Seminars and Products
Werner-Rocca Seminars, Ltd.
Arthur Joseph Werner, JD, MS (Taxation), is the president and is a shareholder in the lecture firm of Werner-Rocca Seminars, Ltd. Mr. Werner’s lecture topic specialties include business, tax, financial and estate planning for high net worth individuals. In addition, Mr. Werner is an adjunct professor of taxation in the Master of Science in Taxation program at the Philadelphia University. Mr. Werner received his B.S. in Accounting and his M.S. in Taxation from Widener University. He holds a J.D. in Law from the Delaware Law School.
Mr. Werner lectures extensively in the areas of Estate Planning, Financial Planning, and Estate and Gift Taxation to Certified Public Accountants and Financial Planners, and has presented well in excess of 2500 eight-hour seminars over the past twenty-five years as well as numerous webinars and video presentations. Mr. Werner has been rated as having the highest speaker knowledge in his home state of Pennsylvania by the Pennsylvania Institute of Certified Public Accountants, was awarded the AICPA Outstanding Discussion Leader Award in the State of Nevada, the Florida Institute of CPAs Outstanding Discussion Leader Award, and the South Carolina Association of CPAs Outstanding Discussion Leader Award.
Dates
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Fri, Jan 03, 2025 - 10:00am to 05:38pm CST
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Fri, Jan 24, 2025 - 11:00am to 06:38pm CST
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Thu, Feb 13, 2025 - 08:00am to 03:38pm CST
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Wed, Feb 26, 2025 - 09:00am to 04:38pm CST
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Fri, Mar 14, 2025 - 10:00am to 05:38pm CDT
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Thu, Mar 27, 2025 - 11:00am to 06:38pm CDT
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Sat, Apr 19, 2025 - 08:00am to 03:38pm CDT
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Mon, Apr 28, 2025 - 09:00am to 04:38pm CDT
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Wed, May 14, 2025 - 10:00am to 05:38pm CDT
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Tue, Jun 03, 2025 - 08:00am to 03:38pm CDT
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Wed, Jun 18, 2025 - 09:00am to 04:38pm CDT
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Wed, Jun 25, 2025 - 10:00am to 05:38pm CDT
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Sat, May 23, 2026 - 11:00am to 06:38pm CDT
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Additional Info
Basic Course Information
PrerequisitesA basic understanding of retirement planning concepts, tax laws and regulations, and investment strategies
Advanced Preparation None
Designed For
CPAs, finance professionals
Original Recording Date 5/2024
Course Developer Werner-Rocca Seminars
Date Added to Catalog 02/22/2024
Yellow Book No
Additional Information
Complaint Resolution PolicyPlease contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199).
Official Registry Statement
Business Professionals' Network, Inc. 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.nasbaregistry.org
Instructional Delivery Method
Group Internet Based
Course Registration Requirements
Online Registration
Refund/Cancellation Policy
Please contact the ACPEN help desk 1-877-602-9877 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.
Promo Video
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