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NASBA CPE Courses

IRA’s ROTH IRA’s /SEP’s /SIMPLES

An individual retirement arrangement (IRA) allows you to save money for retirement in a taxadvantaged way. A Roth IRA is an individual retirement arrangement that offers tax-free growth and tax-free withdrawals in retirement. A Simplified Employee Pension (SEP) plan provides business owners with a simplified method to contribute toward their employees’ retirement as well as their own retirement savings A Savings Incentive Match Plan for Employees Individual Retirement Account, commonly known by the abbreviation “SIMPLE IRA”, is a type of tax-deferred employer-provided plan that allows employees to set aside money to grow for retirement.

At this meeting participants will review

  • Tax deductions, limitations, and withdrawal provisions
  • Documentation, beneficiaries
  • Allowable Investments

Participants after this session will identify:

  • Each plan type and its suitability
  • Tax savings
  • Appropriateness of plan design

MEETING POLICIES:

Refund & Cancellations

Request for refunds must be received in writing no later than 48 hours prior to course. For more information regading refund/complaint or cancellation contact us at (201) 0845-7009 BGS Assurance LLC is registered with the National Association of State Board of Accountancy (NASBA) as a sponsor of continuing education of the National registry of CPE Sponsors. State board accountancy have final Authority on the acceptance of individual courses on CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry org

CREDITS
2 CPE

ADVANCE PREP:
None

PROGRAM LEVEL:
Intermediate

DELIVERY METHOD:
Live Group

FIELD OF STUDY:
Specialized Knowledge/ Taxes