This live seminar will be presented virtually. The speaker will present from his/her location and you can interact with the instructor and other attendees in real time.
2020 is seeing the biggest change to retirement plan rules in nearly 35 years. From 401k’s to IRAs this course covers the latest implementation, compliance and planning tools available for tax advisors as a result of the 2019 Budget Bill. It also includes discussion of distribution requirements, rollover rules, planning strategies, contribution limits and penalty situations. Changes from 2019’s Budget Bill as well as the 2020 CARES Act impact nearly every US taxpayer in 2020.
All forms of IRAs are explained, followed by discussion of SEP-IRA and SIMPLE-IRA rules; then moving to defined contribution plans with heavy emphasis on 401-k plans and alternatives. An overview of defined benefit plans options is provided and accompanies dozens of useful summary charts and side-by-side comparisons of plans, compliance and alternatives. Combining a useful review of the rules with hands-on guidance and planning tools, we find this course to be one of those rare classes that is as useful for the beginner as it is for the experienced practitioner. It concludes with a short Social Security summary for reference purposes as the most useful and up-to-date retirement class available in 2020!
Materials are generally available 3 days in advance of an event. Once you have downloaded the manual, we are unable to cancel your registration.
Registration is open through 08/30.
8:00am to 3:30pm
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September 1, 2020
September 24, 2020