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TRADITIONAL AND ROTH IRA DISTRIBUTION AND TAXATION

 * * 4.3
     
     
     
     
     
   * (23)

 * John Paul

 * The Entrust Group

 * Accountant
 * AFSP
 * CRTP
 * CFP (US)
 * CPA (US)
 * CFA
 * EA
 * ORTP
 * CPA/PFS
 * TEP
 * ChFC
 * CSA
 * MRTP
 * ERPA
 * CPFA
 * CASL
 * ChSNC
 * RICP
 * WMCP
 * CFIRS
 * CWS

Published: March, 2022

Register


YOU NEED TO REGISTER FOR THE WEBINAR TO WATCH THE VIDEO.

Click Here to Register


BEFORE STARTING THIS SELF STUDY PROGRAM, PLEASE GO THROUGH THE INSTRUCTIONAL
DOCUMENT.


 * Course Description
 * Course Qualification
 * Presenter
 * FAQ


COURSE DESCRIPTION


OVERVIEW

 * Taxation stages of traditional IRA
   7 mins
 * Traditional IRA taxation
   9 mins
 * Proation illustration
   14 mins
 * Corona virus related distributions
   30 mins
 * Qualified distributrion
   35 mins
 * Roth IRA distribution reporting
   43 mins


COURSE DESCRIPTION

This CE course walks through the information IRA holders need to know to
determine the taxation of their Traditional IRA and Roth IRA distributions. It
also walks through the IRS Tax forms IRA holders are responsible to file as well
as the IRS Forms custodians file to report such distributions.   

In this online webinar, the speaker examines the taxation of individual
retirement accounts (IRAs) and discusses traditional and Roth IRAs, addressing
the federal rules concerning: contribution limits and tax treatment; tax
treatment of traditional IRA distributions, including regular, early and
lifetime required minimum distributions; tax treatment of qualified and
nonqualified Roth IRA distributions; required distributions at death; and IRA
rollovers.

This online CPE/CE webinar on taxes covers the following key topics:

 * Rules governing eligibility for and contributions to traditional and Roth
   IRAs;
 * Requirements and benefits related to a spousal IRA;
 * Tax treatment rules concerning contributions to and distributions from
   traditional and Roth IRAs;
 * Difference between traditional and Roth IRA distribution rules.

Click here to access CE courses on Trust, Estate and Financial Planning


LEARNING OBJECTIVES

 * To discuss how to determine the taxation of Traditional IRA distributions.
 * To discuss the criteria of a Qualified distribution
 * To identify prohibited transactions.
 * To explore the reporting requirements for IRA distributions.


RECOMMENDED FOR

 * This CE webinar is recommended for CPAs, PFS, EA and other professionals who
   want to assist their clients in selecting the right retirement plan.
   


WHO SHOULD ATTEND?

 * Bookkeepers & Accountants & Tax Preparers
 * Certified Senior Advisor
 * CPA (Industry)
 * CPA - Mid Size Firm
 * CPA - Small Firm
 * Enrolled Agent
 * Personal Financial Specialist
 * Senior Accountant
 * Tax Accountant (Industry)
 * Tax Attorney
 * Tax Director (Industry)
 * Tax Firm
 * Tax Managers
 * Tax Practitioners
 * Tax Preparer
 * Tax Professionals
 * Tax Pros
 * Trust & Estate Specialist
 * Trust & Estate Tax Professional
 * Young CPA


COURSE QUALIFICATION


WEBINAR QUALIFIES FOR

 * 1 CPD Credit of Retirement and Financial Independence Planning for Personal
   Financial Specialist (PFS)
 * 1 CPD Credit for Trust and Estate Practitioners (TEP)
 * 1 CE Credit of Financial aspects of estate and retirement planning for
   Certified Senior Advisor (CSA)
 * 1 CE Credit of Federal tax-related matters for Annual Filing Season Program
   (AFSP)
 * 1 CE Credit of Federal tax-related matters for California Registered Tax
   Preparers (CRTP) (Approval No. 6273-CE-0512)
 * 1 CPE Credit of Taxes for Certified Public Accountants (CPA-US)
 * 1 CE Credit of Federal tax-related matters for Enrolled Agents (EA) (Approval
   No. GEHNZ-T-00514-21-S)
 * 1 CE Credit of Federal tax-related matters for Oregon Registered Tax
   Preparers (ORTP) (Approval No. GEHNZ-T-00514-21-S)
 * 1 CE Credit of Federal tax-related matters for Maryland Tax Preparer (MRTP)
   (Approval No. GEHNZ-T-00514-21-S)
 * 1 CE Credit of Retirement Savings and Income Planning for Certified Financial
   Planner (US) (Approval No. 298852)
 * 1 CE Credit of Qualified Retirement Plan Matters for Enrolled Retirement Plan
   Agent (Approval No. GEHNZ-Q-00533-21-S)
 * 1 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
 * 1 CE Credit for Certified Wealth Strategist (CWS)
 * 1 General Credit for Accountant/Bookeeper
 * 1 CE Credit for Certified Plan Fiduciary Advisor (CPFA)
 * 1 CPE Credit for Chartered Financial Consultant (ChFC)
 * 1 CPE Credit for Chartered Advisor in Senior Living (CASL)
 * 1 CPE Credit for Chartered Special Needs Consultant (ChSNC)
 * 1 CPE Credit for Retirement Income Certified Professional (RICP)
 * 1 CPE Credit for Wealth Management Certified Professional (WMCP)
 * 1 PL Credit for Chartered Financial Analyst (CFA)
   


ADDITIONAL DETAILS

 * Course Level :
   Basic
 * Credits :
   1
 * Instructional Method :
   QAS Self Study
 * Pre-requisites :
   None
 * Advance Preparation :
   None


IRS APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: GEHNZ) has entered into an agreement with the Internal
Revenue Service, to meet the requirements of 31 Code of Federal Regulations,
section 10.6(g), covering maintenance of attendance records, retention of
program outlines, qualifications of instructors, and length of class hours. This
agreement does not constitute an endorsement by the IRS as to the quality of the
program or its contribution to the professional competence of the enrolled
individual. Credit earned by attendees with a PTIN will be reported directly to
the IRS as required of all providers. To ensure your CPE hours are reported,
update your profile in My Account to include your PTIN number. Please note: IRS
CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE
is voluntary.


NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of
State Boards of Accountancy (NASBA) as a sponsor of continuing professional
education on the National Registry of CPE Sponsors. State boards of accountancy
have final authority on the acceptance of individual courses for CPE credit.
Complaints regarding registered sponsors may be submitted to the National
Registry of CPE Sponsors through its website: www.NASBARegistry.org.


CTEC APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor ID# : 6273) has been approved by the California Tax
Education Council to offer continuing education courses that count as credit
towards the annual “continuing education” requirement imposed by the State of
California for CTEC Registered Tax Preparers. A listing of additional
requirements to register as a tax preparer may be obtained by contacting CTEC at
P.O. Box 2890, Sacramento, CA, 95812-2890, toll-free by phone at (877) 850-2832,
or on the Internet at www.ctec.org.


PRESENTER


ABOUT PRESENTER


JOHN PAUL

Director of Professional Development, The Entrust Group

John Paul Ruiz has spent more than 20 years as a consultant and trainer in the
retirement and financial services industry. Prior to joining The Entrust Group,
Ruiz served as the Vice President of Professional Development for Integrated
Retirement Initiatives, LLC.  His responsibilities involved developing and
delivering retirement plan training to financial advisors as well compliance
personnel to some of the largest institutions offering retirement products and
solutions.  With his comprehensive knowledge of alternative investments, his
consulting and training expertise was sought after by numerous third party
administrators in the self-directed IRA market. His former positions included,
Director of Resource Development for the Retirement Products & Solutions
division of Acensus (formerly BISYS Retirement Services). Ruiz was responsible
for overseeing the development and delivery of the Ascensus professional
development and training services using a broad spectrum of media including *
Live group presentations * One-on-one coaching sessions * Video productions *
Live and recorded webinars * Online schools * Telephone seminars  

In high demand as a speaker in the retirement services industry, Ruiz has been a
featured key note speaker and industry expert at numerous regional and national
conferences. Ruiz has served as a member of the faculty of national schools
including the American Bankers Association (ABA) Trust School and the Graduate
School of Banking at the University of Wisconsin – Madison. Ruiz has also served
on the faculty of the IRA Institute, which serves as preparatory course for
retirement professionals pursuing the Certified IRA Services Professional (CISP)
designation offered through the Institute of Certified Bankers (ICB) or the
Certified IRA Professional (CIP) designation offered through the National
Association of Federal Credit Unions (NAFCU).  Ruiz has become well-known in the
industry for his ability to help financial advisers understand how to create
selling opportunities by building their retirement plan expertise and staying on
top of legislative and regulatory developments.  

During his tenure with Ascensus, Ruiz also held position as senior ERISA
consultant and as manager of the ERISA Support Call Center, a fee-for-service
hotline that provided ERISA technical support to financial services
professionals. Prior to Ascensus, Ruiz served as a relationship manager for
several key alliance partners in the recordkeeping division of Universal
Pension, Inc. Prior to joining Universal Pensions Inc. he worked in the consumer
loan division of Wells Fargo Bank.  

Ruiz earned the Qualified 401(k) Administrator (QKA) designation from the
American Society of Pension Professionals & Actuaries (ASPPA) and holds a
Certified IRA Service Professional (CISP) certification through the American
Bankers Association’s Institute of Certified Bankers (ICB). 




ABOUT COMPANY


THE ENTRUST GROUP

www.TheEntrustGroup.com

The Entrust Group is the world's premier provider of self-directed IRA
administration services, in business for over 30 years administering
self-directed, tax-advantaged savings accounts.


Self-directed IRAs allow you to save for retirement through alternative
investments, such as real estate (Real Estate IRA), gold (Gold IRA), private
stock, and more.  We specialize in investor education, offering free learning
materials about alternative investments, investing strategies, and more.  In
addition to retirement accounts, we also offer health savings accounts (HSAs)
and education savings accounts (ESAs).


Founded by industry luminary Hubert Bromma, Entrust serves individuals and
businesses through a nationwide network of dedicated local offices. The Entrust
Group and our offices are regularly examined to ensure compliance with state and
federal banking requirements. In addition, Entrust affiliate offices enjoy
regular training to maintain self-directed IRA industry best practices.


Entrust is committed to the classic American goal of financial independence,
especially as it relates to retirement, health, and education. We are leaders in
the self-directed IRA industry, offering custodial services, and educational
information to help you direct your future with ease.  Request a complimentary
consultation on our "Services" page to learn more.




FAQ


FAQS CONTENT

 * To receive Continuing Education credit for the event, you must register for
   the webcast prior to the start of each program.
 * Continuing Education Credit Certificate is available to all eligible
   participants within 24 hours of each webinar.
 * You must attend complete live webinar and respond to all polling questions
   asked during the webinar. Credits would be issued on 50 minute credit hour
   basis.
 * Polling feature Not supported: If you are logging in through browser or web
   portal in the browser (zoom.us) it doesn’t support the polling feature.
   Please be advised the current polling feature can only be supported via Zoom
   desktop and mobile app. You can check the same here :
   https://support.zoom.us/hc/en-us/articles/203749865-Polling-for-webinars
 * This event may be a recorded rebroadcast of a live event done in past and the
   instructor will be available to answer your questions during/after the
   webinar.
 * If you still face the polling problem please don’t panic and provide your
   response in the chat and we shall consider the same for processing for
   credits. You can download Zoom by clicking on the mentioned link :
   https://zoom.us/download
 * Our courses meet the global Continuing Professional Development (CPD-IES7)
   Standard for Chartered Accountants with International Education Standard 7
   (IES 7) set by The International Federation of Accountants (IFAC), the
   International Accounting Education Standards Board (IAESB) and the
   Association of Chartered Certified Accountants (ACCA). Based on our
   accreditation by existing IFAC members and affiliates, we believe learners
   can count their professionally relevant, verifiable learning activities on
   myCPE, including taking on demand courses and attending live webinars, toward
   fulfillment of their verifiable CPD-IES7 requirements. However, if there is
   any question, we recommend that the individual learner confirm with his/her
   professional licensing organization before taking myCPE courses for CPD-IES7
   credit.
 * You can manage your continuing education certificates and credits through
   your certificate dashboard which is available when you are logged in to
   your account (LOGIN)
 * As an accredited provider of Continuing Professional Education in the United
   States, myCPE online learning platform, courses, and webinars meet the
   requirements set forth by the Institute of Management Accountants (IMA), an
   IFAC Member Organization, as well as the National State Boards of Accountancy
   (NASBA) and the Institute of Internal Auditors (IIA), both IFAC Affiliates.
   As well as it has been approved by NASBA, Internal Revenue Service (IRS),
   Certified Financial Planner Board (CFP Board), California Tax Education
   Council (CTEC), Society of Human Resource Professional (SHRM), Human Resource
   Certification Institute (HRCI) and many more.Therefore, we believe learners
   can count their professionally relevant, verifiable learning activities on
   myCPE, including taking on demand courses and attending live webinars, toward
   fulfillment of their verifiable continuing education requirement as CPD-IES7
   requirements. However, if there is any question, we recommend that the
   individual learner confirm with his/her professional licensing organization
   before taking myCPE courses for CPD-IES7 credit.
 * myCPE Courses are taken by : CPA | CMA | CFE | CIA | CPA(Yellow Book)| CFP |
   CFA | CPA (Govt.) | EA | CRTP | MRTP | ORTP | ABV | CITP | CVA | PFS | CFF
   and others.


RATINGS AND REVIEW


4.3

23 Ratings

Excellent



12

Very Good



9

Average



1

Poor



0

Terrible



1

Sort By: Most Relevant
 * Most Relevant
 * Highest
 * Newest
 * Lowest

EC

ELLEN CHAMBERS, CPA (US)

May 24th, 2022

This was an efficient use of my time -- knowledgeable instructor who went at a
fast pace to cover the material that I needed.

ANA DE ABREU, ACCOUNTANT, AFSP

Jun 26th, 2022

Great opportunity to update and get CEs when your schedule doesn't allow you to
watch live webinars. Thanks

MB

MICHELLE BRASIEL, CPA (US)

May 17th, 2022

I didn't get a pdf of the presentation. Was it available?


PREMIUM

1 Credit

Subject Area

TAXES





SELFSTUDY WEBINARS

Construction Audit Series - Using Earned Value Management in your Construction
Audit Reports
View Details
Auditing Revenue Recognition – Grasping the Higher Risks and Special Audit
Considerations
View Details
Introduction to The Inflation Reduction Act of 2022
View Details
Deep Dive into Form 990s for Experienced Preparers
View Details
Importance to Understanding Student Loan Debt and 6 Ways to Pay It Off
View Details
Tax Practitioner’s Guide to Student Loans
View Details
Auditing Contingencies and Going Concern Uncertainty – Testing for Completeness
and Proper Disclosure
View Details
The Inflation Reduction Act and Taxes: What You Should Know
 * 5.0
 * 
 * 
 * 
 * 
 * 
 * (7)

View Details
Tax Update: Inflation Reduction Act of 2022, Rev. Proc. 2022‐32, and Backup
Withholding
 * 4.7
 * 
 * 
 * 
 * 
 * 
 * (3)

View Details
Audit Reporting Advanced Concepts – Understanding the Impact of General Audit
Procedures on Disclosures and Audit Report Modifications
 * 4.0
 * 
 * 
 * 
 * 
 * 
 * (1)

View Details
TIN Matching to Reduce Your B-Notices and Eliminate Proposed Penalties
 * 4.0
 * 
 * 
 * 
 * 
 * 
 * (1)

View Details
Impact of Mergers and Acquisitions on Retirement Plans
View Details
Building Tax-Free Wealth from Taxable Assets for CPAs and Their Clients
 * 5.0
 * 
 * 
 * 
 * 
 * 
 * (1)

View Details
Cyber Frauds & Cybersecurity for Financial Planners
View Details
Preparing Form 709 and Gift Tax Planning
 * 5.0
 * 
 * 
 * 
 * 
 * 
 * (2)

View Details

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