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19 Jan 2021Ended

IRAs: Tax Efficient Tools for Retirement

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Estimated Turnout

100 - 500
Delegates
Based on previous editions

Editions

Jan 2021
+5 more editions

Frequency

Monthly
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IRAs: Tax Efficient Tools for Retirement learning objectives of this webinar will be to Understand how the recently passed SECURE ACT affects IRA .. Read more owners, Discuss Proposed Regulation providing revised life expectancy tables, Evaluate factors relevant in making the Roth vs. traditional IRA decision, including understanding whether rolling from a traditional into a Roth IRA makes sense, Identify other tax planning opportunities associated with IRAs, Determine similarities and differences between various IRAs such as traditional, Roth, SEP, Individual 401k and SIMPLE. This includes comparing traditional 401ks and Roth 401ks to IRAs.

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Lorine Auma

Lorine Auma

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Nairobi, Kenya
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California Society of CPAs

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