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Retirement Issues for Individuals (2024)




Description


Retirement Issues for Individuals (2024) :- 


The topic of retirement planning presents a constantly changing set of rules, tax thresholds and concerns about future legislation. When must distributions be taken, who must take them, who can defer distributions and who may not are all discussed. What can be done if distributions are needed regardless of age? There may be penalties imposed. Multiple retirement planning issues are explored, particularly the distribution planning changes and challenges required by the Secure Acts 1.0 and 2.0.

This webinar will discuss many SECURE 2.0 Act modifications and additions to the retirement area for individual taxpayers. We will also cover some retirement planning opportunities that individuals may consider taking advantage of.


Learning Objectives :-

  • To analyze the updated contribution limits for traditional IRAs and Roth IRAs.
  • To review the updated contribution limits for employer-sponsored plans.
  • To be introduced to the new rules regarding Qualified Longevity Annuity Contracts.
  • To comprehend the required minimum distribution rules for inherited IRAs.
  • To discuss the rules applicable to a backdoor Roth IRA contribution.
  • To appreciate the planning value of different retirement investments.


Key topics covered in this course :-

  • Exploring IRA and Roth IRA contributions, phase-out ranges, and rules.
  • Delving into various IRA and Roth IRA issues, including backdoor contributions.
  • Comparing IRA and Roth IRA contributions and retirement savings credits.
  • Understanding qualified DC retirement plans, SIMPLE plans, and catch-up provisions.
  • Examining defined benefit plans, QLACs, and access to retirement funds, including inherited accounts.


Who Will Benefit:

  • CPA
  • Enrolled Agents (EAs)
  • Tax Professionals
  • Attorneys
  • Other Tax Preparers
  • Finance professionals
  • Financial planners


Credits and Other information:-

      - Session Duration: 2 Hours

      - Case Studies and Live Q&A session with speaker

      - Power Point presentation for reference

      - Session learning level: Introductory

      - Delivery method: Group Internet Based

      - IRS Credits: 2 Tax Hours

       - Recommended field of study – Taxes

       - Session Prerequisites and preparation: None

       - Location: Virtual/Online

       - Attendance Requirement:  Yes


Speaker Profile:

Tony Curatola’s area of research interest is the taxation of retirement, individual & small business taxation, and employee benefits. He is the Joseph F. Ford Professor at Drexel University and has authored over 230 articles in his field and has completed sponsored research for several organizations. His findings have appeared in media such as Forbes, The Washington Post, Wall Street Journal, and The New York Times. He is the editor of the tax column for Strategic Finance and the past editor of the Journal of Legal Tax Research. Dr. Curatola holds a variety of leadership positions and currently serves as chair emeritus of the IMA Research Foundation committee. Tony earned his BS and MBA (finance) from Drexel University, MA from the Wharton School of the University of Pennsylvania, and Ph.D. from Texas A&M University.

Dr. Curatola Area of Expertise: Federal and State Income Tax Policy Employee Benefits Retirement Income Taxation.



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