Due to the ongoing COVID-19 crisis, all live CPE classes for the remainder of 2020 will be held virtually. Please feel free to contact RISCPA with any questions or concerns.


Course Detail

Larry Stein's 2020 Guide to Retirement Wealth: IRAs, 401(K)s, and More!


Join Larry Stein as he discusses the new Secure Act, tax extenders, IRS developments and more that impact your client's retirement wealth. IRAs, 401(K)s, retirement annuities, Social Security, personal residence planning, and other key retirement topics will be featured. Estate planning for IRAs will also be covered.


Part One: The Secure Act and Tax Extenders Impact on Retirement Wealth (200 Minutes)
 Secure Act developments
 IRA planning after The Secure Act
 IRA estate planning after the end of the "Stretch IRA"
 RMDs: Required Minimum Distributions
 401(K) Plans - Secure Act: Auto enrollment, part-time employees, annuities, and RMDs
 New disclosures: The Secure Act
 Safe Harbor: Selection, plan fiduciary, lifetime Income provider
 Portability: Lifetime income Investments
 Defined Contribution Plans: Can now offer up to $5,000 penalty-free distributions for birth or adoption of a child
 Form 5500: Increased penalties, failure to file returns
Part Two: Retirement Wealth Developments (200 Minutes)
 Social Security update: Claiming analysis
 Medicare update
 Retirement planning update
 OZ Fund Investments
 Real estate update
 Succession planning update
 Checking out advisors: Robo Advisors
 Resources for retirement wealth
 Tax reform developments
 Declutter and plan your legacy


Upon successful completion of this program, participants will be able to explain selected developments that impact retirement wealth including the Secure Act.


Basic knowledge of federal taxation.

Designed For:

CPAs with at least six (6) years of experience. You must have a basic knowledge of federal taxation.

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