CeriFi CPEdge

CeriFi CPEdge

Course Detail

IRAs, Pensions and 401(k)s: Planning for Retirement and Beyond  

CATEGORY: Taxation
COURSE ID: W294T, VERSION 1.00
(24)
  Webinar
8 CPE Credits
Level: Basic

In this webinar, we will discuss the various ways to save for retirement and the tax ramifications for each.  You will learn how early withdrawals are treated differently for 401(k) plans than for IRAs, the pros and cons for rolling over a 401(k) plan to an IRA, how funding a Defined Benefit can result in HUGE tax savings for older workers, conversions to Roth IRAs, how to “back door” a Roth IRA for high income workers and much, much more.

THIS WEBINAR IS NOT ELIGIBLE FOR CTEC CREDIT.

Instructor: Brian Eisenmenger, CPA, MST
Instructor assignments are fluid and subject to change.

Please see outline below for webinar break schedule.

Registration for this event has ended. Please either [search] for an open course or event or contact a salesperson at 844-245-5970 for more information or other options.
 
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