How to use RMD’s to Build your Kids Retirement 2 Credits
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Dec 03, 2024 | 01:30 PM
ET
Are you nearing the age of 73 and wondering what to do with your required minimum distributions (RMDs) from your IRAs and 401(k)s? Our latest CPE webinar has got you covered! Titled "How to use RMDs to build your kids' retirement," this course will teach you how to use your RMDs to benefit not just yourself, but also your children and grandchildren.
In this CE webinar, we will cover several methods that allow you to use your RMDs without penalty to help others. One such method is converting pre-tax funds to a Roth and using the RMD funds to pay taxes. We will walk you through the process of doing this and show you how it can benefit you and your family.
Another way to use your RMDs is by donating them to charities. We will discuss when you should consider using this option and how it can be a win-win situation for both you and the charity.
Lastly, we will teach you how to use your RMDs to help fund your grandchildren's retirement. This is a great way to ensure your grandchildren have a financially secure future and also benefit from tax advantages.
Major topics covered in this CE Tax Webinar include:
So, whether you have enough money or simply want to start providing for your loved ones, our course has got you covered. Don't miss out on this opportunity to learn how to maximize your RMDs and secure your family's future.
Register now for the CPE course by Drew Stevens!
Valid upto : Dec 31, 2024
Valid upto : Dec 31, 2024
Credits
Course Level
Instructional Method
Pre-requisites
Advance Preparation
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor Id#: GEHNZ) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering aintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary.
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor Id#: 143597) 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.
Dr. Drew Stevens founder of Wisdom to Wealth, works with individuals that grapple with finances and transforms them into wealthy professionals with the liquidity and lifestyle they desire to live with profound longevity to create a legacy. He specializes in coordinating Social Security and retirement income benefits. Drew holds the industry's most prestigious designation: NSSA© - National Social Security Advisor.
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We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.
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To earn credits, you must attend the entire live webinar, actively participate in any polls or questions, and complete any required evaluations or assessments. Credits are awarded based on your attendance and participation in the live session.
Yes, all our live webinars are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the high standards for quality, interactivity, and educational content set by these organizations.
To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.
After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.
We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.
KP
I found this course very informational, and practical. I am in that 5 years after retirement stage. In addition to my own saving, I benefited from my parents' saving for my retirement, which I plan to pass on to my children. This course helped realize the benefits and explained how to help my kids. I would highly recommend this course, and Drew Stevens.
MH
This was my first Drew Stevens webinar from which I'll be attending more in the future as his delivery and education of savings and tax strategy content is easy to understand. Great job!
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