Practical Guide to IRAs – Contributions & Distributions for Traditional, Roth, SEP & SIMPLE IRAs 8 Credits
Updated till July-2024
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Opening, funding, distributions, taxation rollovers, and beneficiaries are all essential facets of dealing with the regular and Roth IRAs, including employer IRAs. The tax rules associated with the IRA can be incredibly complex, particularly in the area of distributions and beneficiaries. We will work through these complexities and the issues to help you assist your clients in making the critical decisions necessary to take full advantage of the powerful tax and distribution opportunities that Congress has imparted on the IRA.
This comprehensive online CE course is designed to quickly familiarize the accountant with the different types of individual retirement accounts (IRAs). The cornerstone of the course is in-depth coverage of the contribution and distribution rules for Traditional Roth, Simplified Employee Pension (SEP), and Savings Incentive Match Plan for Employees (SIMPLE) IRAs. The online continuing education course will also discuss the basics of health savings accounts (HSAs), retirement planning, and any newly enacted tax legislation related to IRAs.
This CE webinar covers the following key topics:
J. Patrick Garverick is one of the country's most admired and best-reviewed Tax Speakers, and we offer the classes at a much-discounted price. His courses have been best-reviewed by audiences for:
Awards and Accolades
Free E-Book Worth $200Get copyright copyright-protected E-Book related to a course worth $200 for absolutely free if you register now. Limited Period offer! |
| License details | Credits | Status |
|---|---|---|
| Taxes for Certified Public Accountants (CPA-US) | 8 CPE | Approved |
| Federal Tax Law Update for Enrolled Agents (EA) (Approval No. GEHNZ-U-02039-24-S) | 8 CE | Approved |
| Federal Tax Law Update for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-U-02039-24-S) | 8 CE | Approved |
| Federal Tax Law Update for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-1626) | 8 CE | Approved |
| Retirement and Financial Independence Planning for Personal Financial Specialist (PFS) | 8 CPD | Eligible |
| Retirement Planning for Chartered Financial Analyst (CFA) | 8 PL | Eligible |
| Taxes for Delaware Licensed Public Accountant (DE-LPA) | 8 CPE | Eligible |
| Retirement Planning for Chartered Financial Consultant (ChFC) | 8 CE | Eligible |
| Federal Tax Law Update for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-U-02039-24-S) | 8 CE | Approved |
| Financial Planning for Certified Wealth Strategist (CWS) | 8 CE | Eligible |
| Trust and Estate Practitioners (TEP) | 8 CPD | Eligible |
| Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) | 8 CE | Eligible |
| Retirement Planning for Retirement Income Certified Professional (RICP) | 8 CE | Eligible |
| Federal Tax Law Update for LTC | 8 CE | Eligible |
| Retirement Planning for Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) | 8 CE | Eligible |
| Retirement Planning for Wealth Management Certified Professional (WMCP) | 8 CE | Eligible |
| Retirement Planning for Financial Services Certified Professional (FSCP) | 8 CE | Eligible |
| Taxes for Iowa Licensed Public Accountant (IA-LPA) | 8 CPE | Eligible |
| Taxes for Maine Licensed Public Accountant (ME-LPA) | 8 CPE | Eligible |
| Federal Tax Law Update for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-U-02039-24-S) | 8 CE | Approved |
| Retirement Planning for Chartered Special Needs Consultant (ChSNC) | 8 CE | Eligible |
| Retirement Planning for Chartered Advisor in Senior Living (CASL) | 8 CE | Eligible |
| Retirement Planning for CIPM | 8 PL | Eligible |
| License details | Credits | Status |
|---|---|---|
| Taxes for Certified Public Accountants (CPA-US) | 8 CPE | Approved |
| Federal Tax Law Update for Enrolled Agents (EA) (Approval No. GEHNZ-U-02039-24-S) | 8 CE | Approved |
| Federal Tax Law Update for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-U-02039-24-S) | 8 CE | Approved |
| Federal Tax Law Update for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-1626) | 8 CE | Approved |
| Retirement and Financial Independence Planning for Personal Financial Specialist (PFS) | 8 CPD | Eligible |
| Retirement Planning for Chartered Financial Analyst (CFA) | 8 PL | Eligible |
| Taxes for Delaware Licensed Public Accountant (DE-LPA) | 8 CPE | Eligible |
| Retirement Planning for Chartered Financial Consultant (ChFC) | 8 CE | Eligible |
| Federal Tax Law Update for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-U-02039-24-S) | 8 CE | Approved |
| Financial Planning for Certified Wealth Strategist (CWS) | 8 CE | Eligible |
| Trust and Estate Practitioners (TEP) | 8 CPD | Eligible |
| Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) | 8 CE | Eligible |
| Retirement Planning for Retirement Income Certified Professional (RICP) | 8 CE | Eligible |
| Federal Tax Law Update for LTC | 8 CE | Eligible |
| Retirement Planning for Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) | 8 CE | Eligible |
| Retirement Planning for Wealth Management Certified Professional (WMCP) | 8 CE | Eligible |
| Retirement Planning for Financial Services Certified Professional (FSCP) | 8 CE | Eligible |
| Taxes for Iowa Licensed Public Accountant (IA-LPA) | 8 CPE | Eligible |
| Taxes for Maine Licensed Public Accountant (ME-LPA) | 8 CPE | Eligible |
| Federal Tax Law Update for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-U-02039-24-S) | 8 CE | Approved |
| Retirement Planning for Chartered Special Needs Consultant (ChSNC) | 8 CE | Eligible |
| Retirement Planning for Chartered Advisor in Senior Living (CASL) | 8 CE | Eligible |
| Retirement Planning for CIPM | 8 PL | Eligible |
Credits
Course Level
Instructional Method
Pre-requisites
Advance Preparation
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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.
Pat Garverick is a Certified Public Accountant who currently lives in the Phoenix, Arizona area. He began his career in public accounting in 1988 after obtaining his Bachelor of Science in Business Administration (BSBA) in Accounting from The Ohio State University. After receiving his Master of Taxation (MT) degree from Arizona State University in 1992, Mr. Garverick began operating his own tax and financial planning business. He also started writing, reviewing, and teaching tax and financial planning continuing professional education courses around the country.
In addition to being a CPA, Pat is also a Certified Financial Planner (CFP®). This role serves to enhance the knowledge he brings as he writes and presents continuing education material. Mr. Garverick is a member of the Arizona Society of Certified Public Accountants and the American Institute of Certified Public Accountants. Pat has presented continuing education sessions throughout the country and has won awards for both his skills as an instructor as well as for the content he has created. His knowledge, expertise, and high energy have made him one of the profession’s most highly rated speakers. He is in a very small group of instructors that are both extremely knowledgeable and interesting.
During his time in college, Pat earned a letter as a member of the Ohio State Basketball squad. He remains a staunch supporter of the sports programs at his alma mater.
Awards & accolades
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KJ
I have taken a few IRA Classes from various sources and thought this one to be well-written and makes some complicated rules fairly easy to understand.
KC
This was so much information! Next time I will do it as a class as it is a lot to get through.
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