Course ID: GIRA

A Practitioner’s Guide to IRAs and Qualified Retirement Plans

More and more practitioners are expanding their practices by offering retirement planning advisory services. This course focuses on a variety of issues dealing with IRAs and qualified retirement plans. When practitioners understand the advantages and disadvantages of IRAs and qualified retirement plans, as well as the tax implications and designs of these plans, they are better equipped to meet their clients’ needs.

Learning Objectives
  • Define the different IRAs
  • Recognize SEPs, qualified plans, and contribution plans
  • List 401(k) plans
  • Compare plans
  • Identify minimum distribution rules

Major Topics
  • Regular IRAs
  • Roth IRAs
  • Coverdell Education Savings Accounts
  • SEPs
  • Basics of qualified plans
  • Defined benefit pension plans
  • Defined contribution plans
  • 401(k) plans, including Roth 401(k)s
  • Choosing the best plan for each client
  • Minimum distribution rules

Who Should Attend

CPAs, finance professionals

Fields of Study



Werner-Rocca Seminars LTD

CPE Credits


This course is available for your group as:


Let's Roll!

To learn more or customize this course for your group, complete this form and a BLI team member will get back with you shortly.

Or, contact BLI: or
Your browser is out-of-date!

Update your browser to view this website correctly.

Update my browser now