CPE Packages (Incl. Ethics) for Multiple States and Qualifications Available. Price $4/credit - CLICK HERE to view.

Traditional and Roth IRA Distribution and Taxation

John Paul

The Entrust Group

Tuesday, November 16, 2021 | 12:00 PM EDT

  • CPA (US)
  • EA
  • ERPA

1 Credit

FREE

Subject Area

Taxes

Webinar Qualifies For

1 CPE credit of Taxes for all CPAs

1 CE credit of Qualified Retirement Plan for ERPAs (Approval No. 00533-21)

1 General Educational credit for Tax Professionals / Bookkeepers / Accountants

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Course Description

This course walks through the information IRA holders need to know to determine the taxation of their Traditional IRA and Roth IRA distributions. It also walks through the IRS Tax forms IRA holders are responsible to file as well as the IRS Forms custodians file to report such distributions.   

In this online webinar, the speaker examines the taxation of individual retirement arrangements (IRAs). In so doing, it discusses traditional and Roth IRAs, addressing the federal rules concerning: contribution limits and tax treatment; tax treatment of traditional IRA distributions, including regular, early and lifetime required minimum distributions; tax treatment of qualified and nonqualified Roth IRA distributions; required distributions at death; and IRA rollovers.

This online CPE webinar covers the following key topics:

  • Rules governing eligibility for and contributions to traditional and Roth IRAs;
  • Requirements and benefits related to a spousal IRA;
  • Tax treatment rules concerning contributions to and distributions from traditional and Roth IRAs;
  • Difference between traditional and Roth IRA distribution rules.

Learning Objectives

  • How to determine the taxation of Traditional IRA distributions
  • To discuss the criteria of a Qualified distribution.
  • To describe prohibited transactions
  • To explore the reporting requirements for IRA distributions.

Who Should Attend?

  • Bookkeepers & Accountants & Tax Preparers
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Enrolled Agent
  • Tax Accountant (Industry)
  • Tax Attorney
  • Tax Director (Industry)
  • Tax Firm
  • Tax Managers
  • Tax Practitioners
  • Tax Preparer
  • Tax Professionals
  • Tax Pros
  • Trust & Estate Tax Professional
  • Young CPA