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Retirement Plan Types and Core Tax Rules

Taxes

Retirement Plan Types and Core Tax Rules

Course 33451A · 2 hrs · CPA & EA

Get a solid foundation in retirement planning by exploring the major types of retirement plans and the tax rules that govern them. This course covers key terminology, creditor and bankruptcy protections, and the critical tax code sections every practitioner should know. You'll also examine rollover rules, including permissible rollover charts and how original and new plans interact. Ideal for CPAs and tax professionals looking to build or refresh their foundational knowledge before diving into more advanced retirement planning topics.

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  • Hours: 2
  • Exam questions: 10
  • Eligible for: CPA & EA
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NASBA Area: Taxes

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Retirement Plan Types and Core Tax Rules
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