Retirement Webinar - TaxSpeaker

On September 21, 2020

$199 for Members
$245 for Non Members Become Member

2020 is seeing the biggest change to retiremenet plan rules in nearly 35 years.  From 401k's to IRAs this course covers the latest implementation, compliance and planning tools available for tax advisors as a result of the 2019 Budget Bill.  It also includes discussion of distribution requirements, rollover rules, planning strategies, contribution limits and penalty situations.

All forms of IRAs are explained, followed by discussion of SEP-IRA and SIMPLE-IRA rules; then moving to defined contribution plans with heavy emphasis on 401-k plans and alternatives.  An overview of defined benefit plans options is provided and accompanies dozens of useful summary charts and side-by-side comparisons of plans, compliance and alternatives.  Combining a useful review of the rules with hands-on guidance and planning tools, we find this course to be one of those rare classes that is as useful for the beginner as it is for the experienced practitioner.  It concludes with a short Social Security summary for reference purposes as the most useful and up-to-date retirement classes available in 2020!

Start: September 21, 2020 08:00 am Cost: $199 - $245
End: September 21, 2020 04:00 pm Category: Taxes
Course Objective

At the conclusion of this course the student should be able to advise clients and prepare tax returns for deposits to, withdrawals from and planning for all types of IRAs and many qualified plans.

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Organized By: IAAI
IAAI has always been dedicated to increasing and maintaining a high standard of proficiency and integrity among its members; cultivating a spirit of professional cooperation among its members; and establishing good will and understanding between the public and the membership. For more information regarding refund, concerns and program cancellation policies, please contact our office at 800-222-2270. Independent Accountants Association of Illinois is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE sponsors through its website:
Address: P.O. Box 9140
Springfield US,62791-9140
Phone: 800-222-2270
Bob Jennings

Bob is a nationally renowned author and speaker, presenting continuing education classes to over 100,000 tax professionals over the last 20 years all over the world. Bob is a licensed CPA (Indiana), a licensed CFP, an IRS Enrolled Agent and a Registered Tax Return Preparer. Bob is also a prolific author and has published over 60 professional articles in such magazines as the Journal of Accountancy as well as many other professional and consumer publications; annually authors several tax, accounting and technology manuals; and is a regular columnist for As the founder of his own regional CPA firm in 1984, Bob has dealt exclusively with individual and small business financial issues for over 30 years. Bob appears regularly in the media and has been quoted extensively by numerous publications. He has recorded an extensive number of information videos, DVD’s and instructional clips available on his website at

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