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Congress widely acknowledges that individuals often fail to adequately save for their retirement.

In this webinar, we review the investment opportunities for individuals to save for retirement, including IRAs, Roth IRAs, Backdoor Roth IRAs, SIMPLE IRAs, and other employer-sponsored retirement plans. 

We will conduct a comprehensive review of these investment vehicles, providing participants with a thorough understanding of their features, benefits, and eligibility criteria. By delving into the intricacies of each option, individuals will be empowered to make informed decisions and devise a personalized retirement savings strategy that aligns with their financial goals.

The topics of Retirement, Eldercare and Post-Mortem Planning present a constantly changing set of rules, tax thresholds and concerns about future legislation. This course will address the many planning challenges and opportunities from the perspective of tax, estate, and public benefit planning that confront individuals as they reach their senior years. This course discusses the issues of concern for an aging population. The need for a well-considered estate plan is addressed, along with some of the post-mortem planning decisions that must be considered. We examine the complexity of the social security system, particularly as it involves the various choices and planning strategies one has in taking the available benefits. The government entitlement program of Medicare is reviewed, particularly with an analysis of what is and is not covered, and how planning may increase one’s chances of securing the benefits of this program. Retirement planning issues are explored, particularly on the distribution planning changes and challenges required by the Secure Acts 2.0.

Learning Objectives:

  • To analyze the updated contribution limits for traditional IRAs and Roth IRAs.
  • To review the updated contribution limits for employer-sponsored plans.
  • To be introduced to the new rules regarding Qualified Longevity Annuity Contracts.
  • To comprehend the required minimum distribution rules for inherited IRAs.
  • To discuss the rules applicable to a backdoor Roth IRA contribution.
  • To appreciate the planning value of different retirement investments

Key topics covered in this course:

  • Address how persons can access their IRAs and other plans when needs arise
  • Advise clients as to what must be done with their retirement plans upon attaining age 73 as well as the best ways to minimize tax consequences when leaving retirement plan benefits to their heirs
  • An increase in the age for Required Minimum Distributions (RMDs) to age 75
  • Catch-up contribution adjustments for taxpayers ages 60 to 63
  • The transfer of 529 plans to Roth IRAs
  • Expanded savers matches
  • Removal of the 25% qualified life annuity limitation
  • An increase in the Qualified Longevity Annuity Contract (QLAC) limitation to $200,000
  • Modification of the treatment of IRAs involved in prohibited transactions
  • Special provisions that Roth 401(k) plans will no longer be subject to the RMD rules
  • Provisions that will allow a surviving spouse to elect to be treated as the employee of a qualified plan participant — this is an especially important provision for asset protection purposes in that the surviving spouse would seemingly be protected by the Employee Retirement Income Security Act (ERISA)
  • The treatment of student loans as elective deferrals for purposes of matching contributions
  • The modification of the rules providing for withdrawals for emergency expenses
  • A new provision allowing for non-elective contributions to SIMPLE plans
  • A reduction in the late RMD excise tax from 50% to 25%
  • A one-time election for qualified charitable contributions to charitable remainder trusts
  • An important modification of the RMD rules for special needs trusts apparently addressing the concern in the SECURE regulations regarding Medicaid repayment provisions under state law

Don't miss this valuable opportunity to enhance your retirement planning and secure a comfortable future.

Live Q&A session will be held after the event

Who Should Attend:

  • CPA
  • Enrolled Agents (EAs)
  • Tax Professionals
  • Attorneys
  • Other Tax Preparers
  • Finance professionals
  • Financial planners
  • Business Owner

Credits and Other information :

  • IRS CPE Credits: 2.0 TAX
  • Location: Virtual/Online
  • Delivery method: Group Internet Based
  • IRS Course ID: DFFSC
  • Attendance Requirement: Yes
  • Case Studies and Live Q&A session with speaker

1. How can I register for this webinar/course?

Enroll now on Taxmarket Watch. Explore a variety of webinars presented by industry experts. Choose either ‘live webinar’ or ‘on-demand’, and simply click ‘buy now’ to register

2. Is it possible to register someone else for this course? If so, how can I do that?

You can recommend Taxmarket Watch to your friends and colleagues. Expand your professional network by getting them enrolled at taxmarketwatch.com today!

3. What is web download and transcript or On demand session?

 The web download grants access to the webinar recording, enabling you to receive a link to download and save it on your computer for convenient viewing, multiple times.

 The transcript offers comprehensive written material from the webinar, ensuring you have detailed documentation of the content presented.

 On demand session is when we conduct the webinar as per your available dates after the live training. You will get access to the training for 24 hours.

4. Is there an opportunity to ask questions to the speaker during the session?

Each webinar wraps up with a Q&A session, giving you the opportunity to interact with industry experts and receive answers to all your queries.

5. We provide the following CE credits to the professionals on the approved courses.

  • IRS
  • HRCI
  • SHRM

6. When are the continuing education credits reported to the IRS, HRCI, SHRM and other regulatory bodies ?

Your educational credits will be reported to the appropriate licensing and regulatory bodies within 5-7 business days

7. What should I do if I can’t log my account?

The credentials to log into your account is your EMAIL ADDRESS & PASSWORD used during account creation.

  • If you’ve forgotten your password, please go to the login page and click on the ‘Forgot Password.’ Then enter your registered email id to receive the password reset email. Click on the link given in the email to enter your new password.
  • If the face any challenge, please reach out to us via email support@taxmarketwatch.com or contact our support team through live chat support.

8. How can I view /access the courses that I have registered for?

Upon registering for any of our webinars or products, you will receive webinar instructions 24 hours before the conference over the your registered mail id with us also check SPAM/JUNK folder. If you’ve not received the instructions, Please reach us at support@taxmarketwatch.com

9. How can I cancel my registration?

For registration cancellations, please reach out to us via email at support@taxmarketwatch.com. If you cancel your registration for a paid webinar, expect the refunded amount to be credited back to your payment method within 7 business days.

10. How can I download the learning materials/Handouts available for the webinars/Seminar?

Conference materials will be accessible 4 hours before the webinar begins. You can download them directly from the webinar page or by logging into your account

11. What are the system requirements to attend a live webinar?

Our seamlessly integrated with ZOOM and Gotowebinar for delivering continuing education webinars. The system requirements are :

  • An internet connection – broadband wired or wireless
  • Speakers and a microphone – built-in, USB plug-in, or wireless Bluetooth

12. I took a webinar, where is my certificate?

Your certificate will be sent to you via email within 3 working days after the webinar ends. Alternatively, you can log in to your account at www.taxmarketwatch.com to retrieve it. If you haven't received the email within this timeframe, please check your spam/junk folder. If you still can't find it, don't hesitate to contact us via email at support@taxmarketwatch.com or connect with us through the online chatroom.



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