self study

This self-study course is a Premium course. Generally, distributions for IRA owners and plan participants' employer plans are optional until the account owner or plan participant reaches their applicable age to start the required minimum distribution (RMDs). Distributions made early can be subject to a 10% additional tax, but exceptions apply.

This self-study course is a Premium course. When moving IRS and employee plan accounts, the goal is usually to retain tax-deferred status. But one wrong move, one simple mistake, can produce the opposite result—immediate taxability!

This Quiz is for Individuals who purchased the Medicare Masterclass. If you did not purchase the class you will not receive credit for this.

In this webinar, which featured tax attorney Joe Endres, we addressed applying residency tax rules to commuters, occasional visitors, and full-time residents of the various states. Joe also identified the practices most states use to determine if a taxpayer has "truly" changed their residence.

Embark on a transformative journey with Bob Keebler, CPA, a luminary in the field of intergenerational wealth transfer. This meticulously designed course goes beyond the basics, diving into the intricate world of trusts and estates.

Retirement account balances hit a record high, reaching $36.7 Trillion in the Second Quarter of 2023. This increased balance is excellent news for retirement account owners and their beneficiaries.

In this webinar, Larry Pon, CPA explained how 529 college savings plans offer several tax-related benefits, from tax-deferred growth to tax-free withdrawals for qualified expenses to gifting opportunities (including Dynasty 529 plans). Now, with SECURE 2.0, there is an opportunity to rollover unused monies from a 529 plan to a Roth IRA.

In this webinar, college financial aid guru Mark Kantrowitz explained the latest updates to the Free Application for Federal Student Aid (FAFSA), that includes the introduction of the Student Aid Index. With the replacement of the previous Expected Family Contribution (EFC) model, many families are left wondering how this shift will impact their financial aid eligibility.

In this webinar, Dr. McCoy described financial anxiety by differentiating financial anxiety from financial stress. Practitioners were provided with insights on how to reduce both financial anxiety and stress in themselves and their clients.