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On Demand

Year-End Planning for Your IRA Funds including a discussion of RMD requirements, impact of the Cares Act, and Seldom Used Opportunities

MCLE Credits: 1.00

Average Rating:
   41
Categories:
Bankruptcy |  Tax Law
Speaker:
Pamela Dennett
Duration:
56 Minutes
Format:
Audio and Video
Product Type:
On Demand
License:
Access for 30 day(s) after purchase.

Description

Do you use your RMD to avoid paying quarterly estimated taxes?  Has your custodian ever messed up withholding? Have you been reducing your taxes by paying your church dues and other charities from your IRA? These and many other practical-operational issues will be addressed in this program which is aimed at those who already have IRA's. 

Handouts

Year-End Planning for Your IRA Funds including a discussion of RMD requirements, impact of the Cares Act, and Seldom Used Opportunities (409 KB) Available after Purchase

Speaker

Pamela Dennett Related Seminars and Products

CPA, CFP, Armanino LLP

Reviews

5
4
3
2
1

Overall:      4.4

Total Reviews: 41

Comments

Susanne S - Dallas, Texas

"very helpful"

Michael P - Frisco

"Continuing hot topic that is helpful for everyone. Thanks."

Glen H - Texas

"Thanks for insights on Roth IRAs"
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