Course Description:                                                                                                        



This course reviews the need for retirement planning and the basic rules related to distributions from and taxation of IRAs and Qualified Retirement Plans.  We look at common reasons why retirement planning often fails and several planning techniques to help clients meet their retirement planning objectives.

We spend time understanding the calculation of minimum distributions during the participant’s lifetime and in the year of the participant’s death.  We examine what qualifies as a “designated beneficiary” and how that impacts planning decisions.  We also explore the planning opportunities for spouse and non-spouse beneficiaries and for the use of specialized retirement trusts to protect beneficiaries.  This is done in the context of both Traditional and Roth IRAs.

NOTE: The course level is basic to intermediate with no prerequisites required.

This course has been approved for 4 hours of continuing education credit by the Colorado Division for Insurance Professionals and the CFP® Board of Standards for CFPs.  It also qualifies for CE credit from the Colorado State Board of Accountancy for CPAs.

The program is presented from 8:00 a.m. - 12:00 p.m. or 1:00 p.m. - 5:00 p.m. at the Davis Schilken, PC Conference Center at 523 Park Point Drive, Suite 101, Golden, CO 80401.

Continuing Education Credits:

• 4 hours - Colorado Division of Insurance and the CFP® Board of Financial Standards
• 4 hours for CPAs (prior approval not required for Colorado CPAs)

Location:

Davis Schilken, PC Conference Center
523 Park Point Drive, Suite 101
Golden, CO 80401

Upcoming Dates:

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Other Courses Offered:

Essential Estate Planning Concepts
Estate Planning for Successful Women
Elder Law & Our Aging Population
Advanced Estate Planning Techniques
Estate Planning for Unmarried/Non-Traditional Couples
Planning for Business Owners - Exit and Estate Planning
Understanding Charitable Planning Techniques