Retirement Plans: IRAs, 401(k)s, and More

Retirement Plans: IRAs, 401(k)s, and More This course will make sense of the different rules for taking money out of IRAs, Roth IRAs, 401(k)s, Keoghs, and other retirement plans, and show you how to minimize paying taxes and penalties when doing so. It will address tax strategies, required distributions, penalties, inherited plans, and what happens upon death or divorce. It covers the latest changes, including the new start age for required distributions, new rules for inherited plans, new life expectancy tables, and rules regarding taxation and repayment of COVID-related distributions.

Course Info:

  • Course #: 3345C
  • Delivery: Self-Study
  • CPE Hours: 12
  • Course Level: Basic
  • Prerequisites: None
  • Advanced Preparation: None
  • NASBA Area of Study: Taxes
  • Total Pages: 374
  • Questions: 60

EA Program Approval Number: XE26W-T-00381-23-S
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Course Objectives

Table of Contents

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Sequoia CPE 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 the 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.learningmarket.org.