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Critical IRA Planning Issues Logo aicpa

  Free |   AICPA |   27 Sep 2017 |   Specialized Knowledge and Applications |   AICPA Store

Retirement planning is often understood from an investment perspective. However, many do not fully understand the complex tax rules associated with IRAs. During this session the critical tax aspects and the ways to avoid some of the most common mistakes will be discussed.

Learning Objectives

Upon attending this webcast, you will:

  • IRAs at death – understanding 401(a)(9)
  • Spousal rollover and the spousal rollover trap
  • Avoiding PTs and self-dealing
  • IRAs payable to trusts
  • When to convert to a Roth
  • What Tax Reform might mean to IRA holders

Important Information on Your CPE Credit


PFP/TAX section members and PFS credential holders receive a 20% discount:

When you log into this website with your AICPA member account, the section discount will be automatically applied during checkout. Section discounts cannot be combined with any other offer. Should you have any questions or encounter any issues, please contact the AICPA Service Center at 888-777-7077 or

Group Viewing Option

Gather the team together and attend this webcast as a group. Each attendee will earn CPE Credit. Enter the number of attendees in the quantity box above.

Number of Attendees Non-Member Member

1 - 4

$129 $99

5 - 9

$115 $89

10 - 20

$109 $85

21 +

$105 $79
Topics covered:
  • Personal financial planning: Technical: Retirement planning: Retirement plans & savings vehicles, Intermediate