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Tuesday, January 7, 2025 Live Webcast

Retirement Planning: IRAs (X2-48234)

9:00 AM - 10:00 AM EST
webcast

Vendor Platform

1 CPE Credits in TX

OVERVIEW

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.

DESIGNED FOR

CPAs and financial advisors who want to know more about the basic theory and concepts behind financial planning utilizing IRAs.

BENEFITS

After attending this presentation you will be able to...

  • State who may contribute to a Traditional IRA and a Roth IRA
  • Recognize how recent legislation has affected the taxation of IRAs
  • Identify contribution, distribution, and RMD planning considerations when working with IRAs

HIGHLIGHTS

The major topics covered in this class include:

  • IRA Types & Basic Requirements
  • MAGI Thresholds for Traditional & Roth IRA's
  • IRA Distributions
  • Handling Coronavirus Distributions
  • Handling Roth IRA Distributi

COURSE LEVEL

Basic

PREREQUISITES

None

ADVANCE PREPARATION

None

INSTRUCTOR

David Peters

David R. Peters, CPE, CFP, CLU, CPCU, MST, M.B.A.

David Peters is the founder and owner of Peters Tax Preparation & Consulting in Richmond, VA, as well as a financial advisor for Peters Financial, LLC. He has over 15 years of experience in financial services, including three years in the hedge fund industry and six years in the insurance industry. David was the first-ever Chief Financial Officer at Compare.com – a position he held for over three years. He is a national CPE instructor/discussion leader for the AICPA, Kaplan, and Surgent, and he was a recipient of Surgent’s Outstanding Discussion Leader award for 2019. He regularly teaches courses in accounting, finance, insurance, financial planning, and ethics throughout the United States. He is the advisor for business and industry topics for the South Carolina Association of CPAs and was a recipient of The American College of Financial Services’ 2019 NextGen Financial Services Professional Award. He holds four master’s degrees and is currently pursuing his Ph.D. in financial planning. He contributes regularly to various CPA publications, including NCACPA’s Interim Report, SCACPA’s CPA Report, and VSCPA’s Disclosures. He was also a co-author of the 2018, 2019, and 2020 versions of the Virginia CPA Ethics course – a required course for all CPAs licensed in the Commonwealth of Virginia. Registered Representative offering securities through Cetera Advisor Networks LLC, member FINRA/SIPC. Advisory services offered through Carroll Financial Associates, Inc., a Registered Investment Adviser. Carroll Financial and Cetera Advisor Networks, LLC are under separate ownership and are not affiliated with any other named entity.

PRICING

$45.00 - Member

$65.00 - Nonmember

Register Today


Note: Online pre-registration will close on January 7 at 8:30 AM.

ADDITIONAL OPTIONS

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COURSE DEVELOPER

CPA Crossings