Name: Financial Planning: IRA Basics & New Tax Rules
Price: 99 USD
Rating: 5 (1 reviews)

What You'll Learn

check_circleList the basic criteria necessary for making an IRA contribution and taking a tax deduction

check_circleState the basic rules for making distributions from an IRA and exceptions to the 10% early withdrawal penalty

check_circleDescribe how distribution planning has changed in light of recent tax law changes

check_circleThis course will equip learners with the ability to analyze and interpret recent tax law changes relevant to retirement planning.

About This Course

Having sufficient assets to live a comfortable and secure retirement is one of the concerns that many people face. This concern cannot be resolved without having a solid retirement plan.

This course offers new practitioners the opportunity to help individuals build wealth. It discusses the different IRAs, outlines the rules related to contributions and distributions, and highlights the effect of recent tax law changes on the planning process for optimal tax benefits.

Key topics include:

Distinguish between Traditional and Roth IRAs, including contribution and deduction rules.
Apply rules for IRA contributions, limits, eligibility, and income phase-outs.
Recognize and avoid penalties for excess IRA contributions.
Understand IRA distribution rules, including the 10% early withdrawal penalty and exceptions.
Discuss the impact of recent tax law changes on IRA planning, RMDs, and QCDs.

Gain the knowledge needed to advise clients effectively on IRA planning, contributions, and distributions, ensuring compliance with current tax rules.

Your Instructor

David Peters

CPA, CFP, CLU, CPCU, MST, MBA

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David Peters is the Founder and Owner of Peters Professional Education in Richmond, VA. He is registered with the U.S. Securities and Exchange Commission (SEC) as an Investment Advisor Representative (IAR) with Peters Financial LLC. He brings over 20 years of experience in financial services, including three years in the hedge fund industry and six years in insurance. David was the first Chief Financial Officer of Compare.com, where he served for more than three years. He holds four master’s degrees, contributes frequently to professional publications, and is a nationally recognized CPE instructor and discussion leader for Surgent seminars and a former instructor for Don Farmer. David received the AICPA Outstanding Facilitator Award in 2021, 2023, and 2024 as well as Surgent's Outstanding Discussion Leader awards in 2019 and 2022. He also co-authored the Virginia CPA Ethics course in 2018, 2019, and 2020, which is a requirement for all CPAs licensed in Virginia. Through Peters Professional Education, David is the author and instructor for over 125 recorded on-demand CPE courses and leads private trainings, in-person tax seminars, and quarterly live tax update webinars. His areas of instruction include accounting, finance, insurance, financial planning, and ethics, and he regularly teaches professionals across the United States.

Frequently Asked Questions

We are a registered provider with 327+ associations and regulatory bodies worldwide. We operate across 29 global markets including Canada, the US, Australia, and the UK. Every course page clearly displays its specific accreditations. Upon completion, you receive a professional certificate that can be validated online. Our certificates include all necessary accreditation details, credit hours, and completion dates, and are formatted specifically to meet the submission requirements of most global regulatory bodies.

Financial Planning: IRA Basics & New Tax Rules

What You'll Learn

About This Course

Your Instructor

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