COVID Relief and Accessing IRAs, 401(k)s and Using Self-Directed IRAs

WHAT WE’LL COVER

Small business owners, like yourself and your clients, are wondering how you can access your retirement account funds under the new Stimulus Act. Mat Sorensen, Attorney and CEO of Directed IRA & Directed Trust Company will dive deep into the new 401(k) loan options, IRA and 401(k) penalty-free distributions and the CARES Act, and how self-directed IRAs can be used to fund small business. During this webinar, Mat will cover:

The new penalty-free $100K Distribution from an IRA, 401(k) or other retirement plans
The increased loan limit of $100K and 100% loan from a 401(k) plan
Using a 60 Day Rollover For Short-Term Access to Funds
Getting Loans or Other Investment from Self-Directed IRAs or 401(k)s
How RMD is Waived for 2020

Please note time of webinar.

Program Knowledge Level: Intermediate
Delivery Method: Group Internet-Based
Recommended CPE Credit: 1.0 credit
Field of Study: Taxes
Prerequisites: JD
Advance Preparation: None
Review Date: 4/08/2020

1.0 CLE (California Board of Legal Specialization - Estate Planning)
1.0 CFP credit pending (National CFP Board)

For information on refunds, concerns, and program cancellation policies, please contact our offices at 888-659-4069, ext 823.

WealthCounsel LLC 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: www.nasbaregistry.org.

This webinar is included for all WealthCounsel Subscribers

Regular Price: $139 | Trusts & Estates Price: $0 | Gun Law Price: $0 | Business Law Price: $0 | Practice Development Price: $0