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IRAs and Roth IRAs - Cradle to Grave and Beyond - Sock it Away and Make it Count (ACIRIC03)

Date:Friday, May 4, 2018
Time:11:00AM - 7:00 PM
(Registration at 10:30AM)
Facility:Webcast or Webinar, Online
CPE Credit:8.0 Technical Business
Instructor: Bradley Burnett
Course Level:Intermediate
Early Bird Price:$195.00 FICPA Members, $245.00 Non-Members

Tightening down the hatches and intelligently using tax breaks to help leverage one's future is critical to being able to retire at all and retire well. This course locks down on building a future to count on via a thorough exploration of all tax and asset protection aspects individual retirement accounts.


  • To identify IRA income and estate tax planning maneuvers, investigate asset protection features of retirement savings vehicles and explore foundational requirements, operational boundaries, opportunities and pitfalls of IRAs and Roth IRAs

    Major Topics:

  • Deductible, nondeductible, spousal, conduit, traditional and Roth IRAs

  • Qualification requirements, investment restrictions and prohibited transactions

  • Income tax reporting and disclosure rules and income tax withholding requirements

  • Early distribution penalties and how to avoid them

  • Conversion from traditional to Roth IRA, recharacterization and reconversion

  • Rollovers, trustee to trustee transfers to/from IRAs, qualified plans and decedents

  • Self directed IRAs dos, don'ts, upside and treachery

  • Forced distributions at retirement and after death

  • Estate planning: Avoiding IRD problems, funding marital bequests, special Roth features, charitable giving and estate liquidity planning

  • Fabulous college planning/wealth building in children via IRAs and stretch IRAs

    Who Should Attend:
    CPAs and other interested persons who: wish to grasp IRA and retirement planning; engage in income and estate tax planning; prepare tax returns; and wish to personally retire from work before they die


    Advanced Preparation:


    If listed below, select the appropriate sessions or options to continue with your purchase.

    Registration Status: OPEN