Checkpoint Learning

    Gear Up

    Course Detail

    Social Security, IRAs, and Stock Options - 2024  

    CATEGORY: Taxation
    COURSE ID: RETG24, VERSION 1.00
     Seminar / Workshop
    8 CPE Credits
    Level: Basic
    The Gear Up Social Security, IRAs, and Stock Options seminar is part of our Royal Flush Conference.

    The Royal Flush Conference returns to Las Vegas in 2024. Gear Up brings the community together in-person with award-winning speakers to deliver the conference experience professionals have enjoyed for over 50 years. For details click     here.

    It is estimated 10,000 baby boomers are retiring each day. This trend is expected to continue for the next 16 years. Social Security planning represents a great opportunity for those practitioners who are seeking year-round counseling and financial planning fees. In addition to Social Security, we will cover the new rules for inherited IRAs, how increased RMD age will affect your clients in the short term, how to extend RMD with a QLAC, and real estate in an IRA. Learn the differences between ISOs, NQSOs, ESPPs, RSUs, and RSAs, and how to report dispositions from each type of stock incentive plan on an income tax return, with easy-to-understand examples and forms.

    Qualifies for IRS, CFP, and CTEC credit.

    The Gear Up transfer and cancellation policy affords you the flexibility to confidently pursue the education you need. Click here for policy details.

    Registration for this event has ended. Please either [search] for an open course or event or contact a salesperson at 844-245-5970 for more information or other options.
     
    /

    Accreditation Information

    Learning objectives

    Course outline

    Requirements

    Additional Compliance Information