Tax Reform: Guide to Retirement Planning

Tax Reform: Guide to Retirement Planning This course will explain the implications of the changes made by the Tax Cuts and Jobs Act that affect retirement planning. This will include an extended rollover period for plan offset amounts, length-of-service awards to public safety volunteers, and recharacterization of IRA contributions in certain circumstances. Qualified disaster distributions are also affected, and the period to amend qualified plans and IRAs for the new law changes has been extended.

Course Info:

  • Course #: 3290A
  • Delivery: Self-Study
  • CPE Hours: 4
  • Course Level: Basic
  • Prerequisites: None
  • Advanced Preparation: None
  • NASBA Area of Study: Taxes
  • Total Pages: 330
  • Questions: 20

EA Program Approval Number: XE26W-T-00264-20-S
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Course Objectives

Table of Contents

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