Taxation Related to Various Retirement Plans

 Date: 6/03/2025
Time: 12:00 PM - 4:00 PM EST
CPE Credit: 4 hours

This 4-hour webcast is designed to provide attendees with the latest information concerning taxation law related to the myriad of retirement plans and retirement choices available today. Attendees will receive a comprehensive discussion of the various savings plans, penalty phases, RMDs, and the many other aspects of related tax law. The aspects of retirement plans can be very complicated and confusing. However, we hope to make them as comprehensible as possible. Stay tuned as we tour the paths available to us, our companies, and our clients. 

Topics Covered

• What’s new?
• Individual Retirement Arrangements
• Retirement plans

Learning Objectives:

• Provide attendees with a useful comprehensive discussion of various retirement plans tax laws
• Provide a solid discussion of tax ramifications of types of plans and their suitability for individuals and organizations
• Provide, in hopefully easy to comprehend terms, the many ramifications of compliance and noncompliance