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GET THE MOST OUT OF YOUR PRE-TAX RETIREMENT ACCOUNTS WITH SIMPLE PLANNING USING LONG-ESTABLISHED BUT UNDERUTILIZED IRS RULES
Income for retirement can come from the sale of a business, personal savings, social security, and a private retirement plan.
Private qualified retirement plans were established by the government specifically to enable businesses to create retirement benefits for employees. A qualified retirement plan meets the requirements of the Internal Revenue Code and as a result, comes with tax advantages and security unavailable in other strategies. Every business owner can establish a privately qualified retirement plan to shift assets from their business to their wealth.
Money accumulated in a qualified plan or IRA is income taxable at the maximum tax rate when it is distributed, whether during your life or upon your death. Required Minimum Distributions at age 70-1/2 Make sure that you cannot defer taxation indefinitely.
The tax treatment cannot be changed.
However, there is a unique strategy, endorsed as a safe harbor by the IRS, that utilizes the only asset the IRS provides a discount on taxes due when distributing from a qualified plan
In this CE/CPE course, we will be sharing and We will be discussing this unique strategy, how easy and safe it is, and how it can help clients minimize their taxes and maximize their retirement and estate legacy.
Key Topics Covered:
Speaker, Eliminate Hidden Fees
Mary Read CPC, CPFA, QPA has more than 30 years of experience designing and establishing qualified retirement plans for closely held businesses. Mary’s expertise has made her a frequent speaker and contributor to financial industry publications and she has written several books on the subject of qualified plans and retirement. Among her credits she has taught pension classes for financial professionals of major financial institutions and been a featured speaker at national meetings for the Society of Financial Service Professionals, the Association for Advanced Underwriting (AALU), LIMRA, Million Dollar Round Table (MDRT) and the Form 400. Mary continues her active role in supporting financial professionals and closely held businesses with pension strategies in her present position with Eliminate Hidden Fees and as National Director of Qualified Plan Marketing at Pentegra Retirement Services.
Duration
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 maintenance 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 through its website: www.NASBARegistry.org.
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor ID# : 6273) has been approved by the California Tax Education Council to offer continuing education courses that count as credit towards the annual “continuing education” requirement imposed by the State of California for CTEC Registered Tax Preparers. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, toll-free by phone at (877) 850-2832, or on the Internet at www.ctec.org.
140 Ratings
Excellent
97
Very Good
35
Average
5
Poor
0
Terrible
1
TG
May 4th, 2023
I attended this webinar for personal benefit and I highly recommend it, not only as a tool for practitioners to help clients save taxes but also for personal financial planning.
CP
Aug 1st, 2023
Excellent treatment of the subject. Very creative strategy combining knowledge in taxation, qualified plans, and life insurance law.
GZ
Jan 17th, 2024
This training really showed how the right information can go a long ways in lowering your retirement taxes
BG
Dec 31st, 2023
This course was able to open my eyes to a savings I heretofore did not think was viable for my clients.
RB
Jul 20th, 2022
great experience, but I think we needed more time to breakdown some of the more technical issues.
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