Keeping the IRS out of Your Retirement
Total Credits: 1 including 1 Taxes - Technical
- Average Rating:
- 49
- Categories:
- Partner Produced | Tax
- Faculty:
- Mary Read, CPC, QPA, CPFA
- Course Levels:
- Advanced
- Duration:
- 1 Hour
- License:
Description
Money accumulated in IRAs, 401(k) Plans and other qualified accounts will all be taxable when distributed during life or at death. Most clients are unaware of ways to reduce the tax bill on the distributions. This session will explore ways to reduce taxes, eliminate Required Minimum Distributions, reduce market risk and put control of when and how to use the money back in your clients’ hands.
Basic Course Information
Learning Objectives-
Gain an understanding of pros and cons and tax consequences of distribution options
Major Subjects
- Repositioning Qualified Money to eliminate growing tax burden
- Eliminate Required Minimum Distributions
- Use IRS Safe-Harbor Rules unknown to most advisors to save taxes on qualified accounts
- Increase legacy
Course Materials
| Important CPA Credit Instructions READ BEFORE WEBCAST UPDATED (487.5 KB) | Available after Purchase | ||
| Keeping the IRS out of Your Retirement Handout (1.2 MB) | Available after Purchase | ||
Faculty
Mary Read, CPC, QPA, CPFA Related Seminars and Products
National Director of Pension and Protection Planning
Planning Pentegra Retirement Services
Mary Read CPC, QPA, CPFA is National Director of Pension and Protection Planning at Pentegra Retirement Services and partner of M & R Business Development Group. A leading authority in qualified retirement plans with more than 30 years’ experience, Mary has an extensive background in plan design and development and experience as a marketing executive, financial professional, pension analyst and pension compliance manager for an international company.
Before joining, Pentegra Mary was Vice President Qualified Plan Marketing for National Life Insurance Company. National Life Insurance Company supports career and independent producers in qualified plan sales and has been dedicated to writing qualified plan business for more than 65 years. Prior to joining National Life Mary was a Pension Consultant with an actuarial consulting firm, and previously was Assistant Vice President of Marketing and Retirement Planning for MONY Life Insurance Company of New York.
Mary is a frequent speaker on qualified plans and contributor to industry publications. Among her credits, she has taught pension classes across the country for major financial institutions and been a featured speaker at national meetings for the Society of Financial Service Professionals, AALU, LIMRA, MDRT and the Forum 400.
Mary is the author of three books: My Business is My Main Asset. I Want to Retire. Benefiting from a Plan, 412(e)(3) Safe. Stable. Secure and How to Use the Tax Code to Get the IRS Out of Your Retirement. Mary holds the Certified Pension Consultant (CPC) and Qualified Plan Administrator (QPA) designations from the American Society of Pension Professionals and Actuaries and Qualified Plan Fiduciary Advisor (CPFA) designation from the National Association of Plan Advisors (NAPA). Mary provides CPE credit to CPAs as a NASBA National Registry of CPE Sponsor.
Additional Info
Basic Course Information
PrerequisitesNone
Advanced Preparation
None
Designed For
CPAs, Financial Advisors, and Tax Advisors
Original Recording Date 07/2022
Yellow Book
No
Course Developer
MICPA
Date Added to Catalog
07/14/2022
Additional Information
Complaint Resolution PolicyPlease contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199).
Official Registry Statement
Business Professionals' Network, Inc. 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 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.nasbaregistry.org
Instructional Delivery Method
Group Internet Based
Course Registration Requirements
Online Registration
Refund/Cancellation Policy
Please contact the ACPEN help desk 1-877-602-9877 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.
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