How to Get the IRS Out of Your Retirement Webinar

January 01, 1970

12:00 AM

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Speaker:

Mary Read, CPC, QPA, CPFA Pentegra Retirement Services

EVENT DESCRIPTION

There is more than $33 trillion dollars in qualified accounts in this country, including IRAs, 401(k) and 403(b) plans. All that money will be taxed upon distribution. This seminar explores the tax consequences of different distribution choices and how to minimize taxes and maximize the benefits of qualified money.

EVENT OBJECTIVE

Learning Objectives:
 Gain perspective on the long term impact of qualified account planning
 Understand the over-looked taxation of qualified money at distribution and death
 Develop awareness of retirement account distribution alternatives to control the tax impact
 How to have a meaningful conversation with your clients about their qualified retirement accounts

EVENT DETAILS

Company:

Pentegra Retirement Services

Number of Hours:

1 (Recommended)

Prerequisite:

Knowledge of Tax Law Regulations

Program Level:

Update

Knowledge Level:

Intermediate

Delivery Method:

Group Internet Based

Number Of Days:

Food Included:

Seminar Number:

Early Cut Off Date:

01/01/1970

Phone:

Venue:

Accommodations:

Recommended For:

CPA (1), EA (1)

Approved By:

NASBA, IRS