Lifecycle Financial Planning: Qualified Retirement Plans

SKU: 06-457-01-CPE
Credit Hours: 2
CPE Category: Taxes
CE Category: Federal Tax
Program Level: Overview
Prerequisites: None
Delivery Method: Online Video
Instructor: David R. Peters, CPA, MST, CLU, CPCU

Course Description:
This course will discuss the foundation of most people’s retirement planning - qualified plans. We will discuss the types of qualified plans, how they are taxed, and when they might be useful to clients.

This course will discuss the following learning objectives:

Recall key differences between qualified and non-qualified plans
Identify situations where it is better to use Roth Retirement Plans vs. Traditional Retirement Plans
Recognize key differences between SEPs and SIMPLE plans
Recall early distribution penalties & exceptions
Determine key considerations for setting up a retirement plan for a company