Webinar: Avoiding the Top 10 Mistakes That Can Wipe Out Retirement Savings

WS729 | Course | Basic | Scheduled

Description

Years of growth in a retirement account can be wiped out by one mistake. As such, retirement account owners and their advisors should take care to ens

Credits

Number of Credits	Type of Credits
2.00	Taxes

Designed For

All practitioners advising clients on these complex issues

Prerequisites

None

Highlights

Coverage of applicable rules from SECURE Act 2.0
The 10% penalty
Net unrealized appreciation of employer securities
Roth IRA conversions
Rollovers and the limitations
Direct rollovers vs indirect rollovers, and tax withholding
Beneficiary portability rules
When a Roth IRA distribution is qualified to be tax-free
Excess contributions and the 6% excise tax

Objectives

Identify penalties that can apply to distributions, and how they can be avoided
Help clients avoid the portability mistakes that can result in unintended tax consequences
Move inherited retirement assets in a manner that preserves tax deferred status
Help clients avoid ineligible contributions
Explain the operational and compliance requirements for Roth IRA conversions

Preparation

None

Notes

This webinar is provided by Surgent. After registering for the course, you will receive an email from Surgent with instructions for logging in to the webinar and obtaining your eMaterials.

You may confirm that your computer meets the minimum requirements by visiting: https://www.surgentcpe.com/webinartest/.

Prices

Member (Early Bird): $99.00
Non-Member (Early Bird): $99.00

Member: $99.00
Non-Member: $99.00

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