The Well-Feathered Nest – Building and Benefiting from Retirement Savings


Tuesday, July 19, 2022 · 2:00 – 3:40 PM ET

You have one year from airing date to use this course as credit.

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Continuing Education

CPE Program Knowledge Level: Overview
2 CPE Credit; NO prerequisites or advance preparation
CTEC Course #: 3022-CE-0153
IRS/RPO Approved Program
#7ZBUJ-T-00097-22-O (Online/Group) Live (Group-Internet Based)
#7ZBUJ-T-00097-22-S (QAS Self Study) Archive
Federal Tax Law (2 Hours)

Program Content

This online learning program, presented as a live webcast, will be also archived for QAS Self Study.  The program will be available for viewing for 12 months after the live webcast. A panel of IRS and industry experts will present the content during a live, interactive discussion, where participant questions can be submitted. Questions will be answered live on the program or posted on the Resources page.

The program, through a lively round-table discussion and real time interaction with the audience, looks at how taxes affect saving for retirement and, later, drawing down those savings. The program will focus on the various vehicles for retirement savings, including qualified plans, IRAs, and other, traditional savings vehicles. Panelists then will turn to what happens after retirement and how to protect assets in the most tax-wise fashion.
 
By the end of the program, participants will have a practical understanding, through accurate, current, and effectively designed communications, of the various retirement savings vehicles, both tax-favored and otherwise, the tax costs associated with drawing down those savings, and tax issues that may arise in protecting retirement assets.

Program Learning Objectives

  1. Identify the various tax-deferred retirement plans and how they may enhance an individual's retirement security.
  2. Identify the tax treatment of savings vehicles during the accumulation phase and the distribution phase.
  3. Identify when qualified plans may make distributions and how those distributions are taxed.
  4. Identify the tax issues that arise in protecting assets for older clients.

Program Outline

BUILDING RETIREMENT SAVINGS

  • Individual Retirement Accounts
    • Traditional IRA
    • Roth IRA
    • Rollovers
    • Conversions
    • Pre-Retirement Withdrawals

  • Self-Employed Plans

  • Employer Qualified Plans
    • Contributions
    • Pre-Retirement Distributions
    • Rollovers
    • Plan Terminations

  • Other Employer-Sponsored Plans
    • Non-Qualified Plans
    • Stock Plans and Options

  • Other Saving and Investment Options
    • Insurance and Annuities
    • Trusts
    • Savings Bonds
    • Hard assets
    • Personal Residence

BENEFITTING FROM RETIREMENT SAVINGS

  • Social Security
    • Benefits Available
    • Taxation of Benefits
    • Reduction in Benefits

  • Retirement Savings
    • Plan Distributions
    • Annuity Payments
    • Savings Bonds
    • Life Insurance
    • Reverse Mortgage
    • Personal Residence Equity
    • Reverse Mortgage
    • Sale of Residence

  • Asset and Lifestyle Protection
    • Long-Term Care Insurance
    • Medicare and Supplemental Plan Payments
    • Asset Protection Trusts
    • Family Trusts
    • Residence Trusts

Panelists

Moderator

Alan Pinck, EA
A. Pinck & Associates

Alan Pinck is an Enrolled Agent with over 30 years of tax preparation experience in the San Francisco Bay Area. He has built a practice specializing in individual, small business tax preparation and audit representation. You have seen Alan presenting at NTPI events, CSEA Super Seminar, Spidell Publishing as well as a variety of other presentations for tax groups and small business associations. Having represented thousands of tax returns in audit, Alan has obtained tremendous insight of the audit process as well as knowledge on a wide variety of tax issues.

IRS Panelists

Coming soon!

 

Industry Panelists

Coming soon!

Content Consultant

David F. Windish, J.D., LL.M
Content Consultant

David F. Windish, J.D., LL.M. in taxation, is a tax attorney and consultant. He has served as an instructor of tax-advantaged investments at the New York Institute of Finance; an Instructor of business law at the U.S. Merchant Marine Academy, Kings Point, N.Y.; and an adjunct professor at George Mason University, Fairfax, Va. He has also served as executive editor for Tax Analysts; managing editor for Business Strategies, published by CCH; and senior editor for the Institute for Business Planning.

Mr. Windish is the author of Practical Guide to Real Estate Taxation, published by CCH and currently going into its sixth edition. Earlier works include Tax Advantaged Investments and Investor's Guide to Limited Partnerships, both published by the New York Institute of Finance. Through the Center for Video Education, he authored continuing education courses dealing with real estate and closely held corporations. Those courses included readings, case studies, and videotape segments.

Mr. Windish is a graduate of Rutgers University Law School and the New York University School of Law, Graduate Division. He has been heard as a guest speaker at professional meetings and seminars and on popular radio programs.

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