Must-know Rules Relating to IRAs and Qualified Plans for 2022 (CTRS)

Denise Appleby, MJ, APA, CISP, CRPS, CRC, Edward A. Renn, Esq., Heather L. Schreiber, RICP, Michael J. Tucker, JD, CPA
  • 3
  • Intermediate
  • Taxes
On-site : Not available; please select a webinar
Webinar : September 21, September 28
Broadcast Times

Individual course: $91
Best Value: All-Star Tax Season Pass
Volume Discounts: 
Click here for details.

Overview

The technical issues associated with IRAs and qualified plans can present tax practitioners with challenges when they advise their clients regarding these topics. This program will cover recent changes to the IRA and qualified plan rules as well as critical planning and tax saving strategies for IRAs, 401(k)s and other employer plans.

Major Topics:

  • Backdoor Roth IRA conversions
  • The new required minimum distribution (RMD) tables
  • Mistakes that can jeopardize the tax benefits of IRAs, 401(k)s and 403(b) distributions
  • How to move inherited IRAs and employer plan assets from decedent to beneficiary accounts
  • Rollovers, transfers, Roth conversions and in-plan conversions to Roth 401(k)s
  • Critical steps to protect clients and beneficiaries from RMD mistakes that could interfere with the tax efficiency of IRAs, 401(k)s, 403(b)s and 457(b)s
  • Eligible designated beneficiary, designated beneficiary, and non-designated beneficiary
  • The most critically important steps to get tax-free Roth IRA and Roth 401(k) distributions

Learning Objectives

  • Recognize changes to IRA and qualified plan rules that started or will start in 2022
  • Be able to advise clients regarding challenging issues related to IRAs and qualified plans

  • Recognize changes to IRA and qualified plan rules that started or will start in 2022
  • Be able to advise clients regarding challenging issues related to IRAs and qualified plans
  • Recognize changes to IRA and qualified plan rules that started or will start in 2022
  • Be able to advise clients regarding challenging issues related to IRAs and qualified plans
  • Recognize changes to IRA and qualified plan rules that started or will start in 2022
  • Be able to advise clients regarding challenging issues related to IRAs and qualified plans
  • Recognize changes to IRA and qualified plan rules that started or will start in 2022
  • Be able to advise clients regarding challenging issues related to IRAs and qualified plans
  • Recognize changes to IRA and qualified plan rules that started or will start in 2022
  • Be able to advise clients regarding challenging issues related to IRAs and qualified plans

Any tax practitioner advising clients on IRAs and qualified plans

Basic knowledge of individual income tax rules

None

Yes

Yes

Varies by state. Check back soon for details