IRAs – Contributions & Distributions for Traditional, Roth, SEP & SIMPLE IRAs (C69437)

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Cancellation Policy

*Please note that this course is from a third-party vendor, ACPEN. We strongly recommend registering no later than 24 hours before the course begins.
Please contact Anne Taylor if you do not receive the event logistics via email at least 24 hours before the course begins: [email protected] or 1-877-602-9877.
Thank you.

If you register less than 20 minutes before the event your access to the event may be delayed.

Date(s):

06/24/2025

Registration Open:

12:00 AM - 9:00 AM

Time:

9:00 AM - 4:37 PM

Facility:

 Online

Meeting Type:

Courses

CPE Credit:

8.00

Field(s) Of Study:

Taxes (8.00)

Level of Knowledge:

Intermediate

Price:

Member: $345.00
Nonmember: $445.00

Individual Discounts:

Not Available

Group Discounts:

Not Available

Overview

  • Compare and contrast the tax and non-tax advantages and disadvantages of the various IRAs (i.e. Traditional, Roth, SEP, SIMPLE and HSAs)
  • Calculate the maximum contributions to and taxable distributions from the various IRAs
  • List the exceptions to the 10** early withdrawal penalty from IRAs
  • Explain the rules and compute the required minimum distribution (RMD) from the IRAs during an account owner&rsquo:s life (i.e., turns age 72 ½:) and after their death

Speaker(s)

Prerequisites

None