CPE PACKAGES (Incl. Ethics) for Multiple States and Qualifications @ $4/credit. CLICK HERE to view.

Retirement Plan Beneficiary Disasters and How to Avoid & Fix Them

  • AFSP
  • CPA (US)
  • CVA
  • EA
  • Tax Preparer
  • CPA/PFS
  • TEP
  • CTEC
  • CSA
Retirement Plan Beneficiary Disasters and How to Avoid & Fix Them

1.5 Credits

$15

Subject Area

Taxes

Webinar Qualifies For

1.5 CPE credit of Taxes for all CPAs

1 CE credit of Federal Tax Related Matters for Enrolled Agents ( IRS Approved : GEHNZ ) (Approval No. GEHNZ-Q-00517-21-O)

1 CE credit of Federal Tax Subjects for California Tax Professionals (CTEC Approved - 6273) (Approval No. 6273-CE-0515)

1 CE credit of Annual Filing Season program (AFSP)( IRS Approved : GEHNZ )

1.5 CPD credit (Verifiable) for Trust and Estate Practitioners (TEPs)

1.5 CPD credit (Verifiable) for CPA/PFS

1.5 CPD credit (Verifiable) for Certified Valuation Analyst (CVA)

1 CE credit of Federal Tax for Oregon Tax Preparers (Approval No. GEHNZ-Q-00517-21-O)

1 CE credit of Federal Tax for Maryland Tax Preparers (Approval No. GEHNZ-Q-00517-21-O)

1.5 CE credit for Certified Senior Advisor (CSA)

1.5 General Educational credit for Tax Professionals / Bookkeepers / Accountants

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This Course is Also Available in Self Study (On-Demand)

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Course Description

Retirement planning is the process of determining retirement income goals, and the actions and decisions necessary to achieve those goals. Retirement planning includes identifying sources of income, sizing up expenses, implementing a savings program, and managing assets and risk.

Therefore, Retirement Plans are often a huge part of a client’s balance sheet and eventual estate. Understanding the possible traps and proper planning is essential to minimize adverse tax consequences.

This Retirement CPE course will review:

  • Foundation concepts,
  • Describe common disasters, and
  • Provide solutions you were not there to help the client avoid.

Specifically, in this retirement planning CPE webinar, the speaker Robert Keebler, CPA, will cover the following key topics:

  • Failing to update the beneficiary designation form after a death or divorce
  • Failing to provide for a spouse
  • Failing to name a beneficiary
  • Failing to name contingent beneficiaries
  • Naming the estate as beneficiary
  • Naming a non-qualified trust as the beneficiary
  • Naming a potential spendthrift as beneficiary
  • Naming an older relative as the primary beneficiary
  • Naming a trust with older relatives who are primary beneficiaries
  • Incorrect titling of an inherited IRA
  • Rolling over an inherited IRA into a personal IRA
  • Failing to qualify for the charitable contribution income tax deduction
  • Impact of the Secure Act

Learning Objectives

  • To identify the consequences failing to update the beneficiary designation form after a death or divorce
  • To explore the ramifications of failing to provide for a spouse
  • To recognize repercussions of failing to name a beneficiary
  • To identify the results of failing to name contingent beneficiaries
  • To recognize effects of naming the estate as beneficiary
  • To explore the results of naming a non-qualified trust as the beneficiary
  • To identify consequences of naming a potential spendthrift as beneficiary
  • To recognize the effects of naming an older relative as the primary beneficiary
  • To explore the ramifications of naming a trust with older relatives who are primary beneficiaries
  • To recall the consequences of incorrect titling of an inherited IRA

Who Should Attend?

  • Accountant
  • California Registered Tax Professional
  • Certified Senior Advisor
  • Certified Valuation Analysts
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Enrolled Agent
  • Financial Planner
  • Finanical Analyst
  • Maryland Tax Preparers
  • Oregon Tax Preparers
  • Personal Financial Specialist (PFS)
  • Senior Accountant
  • Tax Attorney
  • Tax Firm
  • Tax Practitioners
  • Tax Professionals
  • Trust & Estate Tax Professional
  • Young CPA

Testimonial

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