
This course discusses offers tax-planning retirement strategies when using tax-favored retirement accounts to save for retirement.
This course focuses on three areas: Contributing to tax-favored retirement plans to maximize wealth at retirement, planning for maximizing distributions from retirement accounts while minimizing tax paid, and tax-strategies to minimize tax paid by beneficiaries of a deceased’s retirement account.
This course also discusses how to avoid/minimize common mistakes made when saving for retirement, making distributions from a tax-favored retirement account and transferring wealth from undistributed retirement accounts to heirs/beneficiaries.
- Teacher: cpe illumeo
This course focuses on three essential tax-favored retirement planning strategies, including how to minimize mistakes.
Upon completion of this course, you will:
Understand tax-planning retirement strategies when using tax-favored retirement accounts to:
- Contribute to tax-favored retirement plans to maximize wealth at retirement,
- Plan for maximizing distributions from retirement accounts while minimizing tax paid
Discover how to avoid/minimize common mistakes made when:
- saving for retirement,
- making distributions from a tax-favored retirement account,
- transferring wealth from undistributed retirement accounts to heirs/beneficiaries.
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Taxes
CPA, CPD-IES8, CMA, CIA, CRMA
Online
No advanced preparation or prerequisites are required for this course.

NASBA Sponsor Number: 109504
State of New York Sponsor Number: 002746
State of Texas Sponsor Number: 009890
Online
Online
No advanced preparation or prerequisites are required for this course.
Online
No advanced preparation or prerequisites are required for this course.
Online
No advanced preparation or prerequisites are required for this course.
Online
Online
No advanced preparation or prerequisites are required for this course.

Recognized CPE provider, authorized by the Institute of Internal Auditors for use in the Certified Internal Auditor (CIA) CPE program.
Online
No advanced preparation or prerequisites are required for this course.

Recognized CPE provider, authorized by the Institute of Internal Auditors for use in the Certified Risk Management Assurance (CRMA) CPE program.
Online
No advanced preparation or prerequisites are required for this course.
![]() | This activity, ID No. 19 ILL 000 has been approved for 1.0 Recertification Credit Hour(s) toward CPP recertification through the American Payroll Association (APA). Please make note of the Course Code on your CPP Recertification Log. For more information about certification or recertification, please visit the APA website at www.americanpayroll.org. |

This program has been approved for 12 Recertification Credit Hour(s) toward CPP recertification through the American Payroll Association (APA). For more information about certification or recertification, please visit the APA homepage at www.americanpayroll.org.
Online
No advanced preparation or prerequisites are required for this course.
![]() | This activity, ID No. 19 ILL 000 has been approved for 1.0 Recertification Credit Hour(s) toward CPP recertification through the American Payroll Association (APA). Please make note of the Course Code on your CPP Recertification Log. For more information about certification or recertification, please visit the APA website at www.americanpayroll.org. |

This program has been approved for 12 Recertification Credit Hour(s) toward RCH recertification through the American Payroll Association (APA). For more information about certification or recertification, please visit the APA homepage at www.americanpayroll.org.
On Demand/Online
No advanced preparation or prerequisites are required for this course.

Approved for up to 2.4 CTP/CCM recertification credits by the Association for Financial Professionals
On Demand/Online
No advanced preparation or prerequisites are required for this course.

Approved for up to 2.4 FP&A recertification credits by the Association for Financial Professionals
Online
No advanced preparation or prerequisites are required for this course.
| This activity, ID No. XXXXXX has been approved for #### CPE credit hours toward IRS Enrolled Agent (EA) continuing education requirements. In accordance with the standards set forth in Circular 230 section 10.6, CE credits have been granted based on a 50-minute hour. |
Online
Online
Online

Recognized CPE provider, authorized by the Institute of Internal Auditors for use in the Certified Risk Management Assurance (CRMA) CPE program.
Online
Online
Online
No advanced preparation or prerequisites are required for this course.
![]() | This activity, ID No. XXXXXX has been approved for #### recertification credit hours toward SHRM-CP™ and SHRM-SCP™ recertification through the Society of Human Resource Management® (SHRM®). Please make note of the activity ID number on your recertification application form. For more information about certification or recertification, please visit the Society for Human Resource Management website at www.shrm.org. |

Illumeo is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP℠. This program is valid for 2 PDCs for the SHRM-CP℠. For more information about certification or recertification, please visit www.shrmcertification.org.
Online
No advanced preparation or prerequisites are required for this course.
![]() | This activity, ID No. XXXXXX has been approved for #### recertification credit hours toward SHRM-CP™ and SHRM-SCP™ recertification through the Society of Human Resource Management® (SHRM®). Please make note of the activity ID number on your recertification application form. For more information about certification or recertification, please visit the Society for Human Resource Management website at www.shrm.org. |

Illumeo is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-SCP℠. This program is valid for 2 PDCs for the SHRM-SCP℠. For more information about certification or recertification, please visit www.shrmcertification.org.
Online
No advanced preparation or prerequisites are required for this course.
![]() | This activity, ID No. 000000 has been approved for 1.0 HR (General) recertification credit hours toward aPHR™, PHR®, PHRca®, SPHR®, GPHR®, PHRi™ and SPHRi™ recertification through HR Certification Institute® (HRCI®). Please make note of the activity ID number on your recertification application form. For more information about certification or recertification, please visit the HR Certification Institute website at www.hrci.org. |

The use of this seal confirms that this activity has met HR Certification Institute’s® (HRCI®) criteria for recertification credit pre-approval.
Online
No advanced preparation or prerequisites are required for this course.
![]() | This activity, ID No. 000000 has been approved for 1.0 HR (General) recertification credit hours toward aPHR™, PHR®, PHRca®, SPHR®, GPHR®, PHRi™ and SPHRi™ recertification through HR Certification Institute® (HRCI®). Please make note of the activity ID number on your recertification application form. For more information about certification or recertification, please visit the HR Certification Institute website at www.hrci.org. |

The use of this seal confirms that this activity has met HR Certification Institute’s® (HRCI®) criteria for recertification credit pre-approval.
Online
No advanced preparation or prerequisites are required for this course.
![]() | This activity, ID No. 000000 has been approved for 1.0 HR (General) recertification credit hours toward aPHR™, PHR®, PHRca®, SPHR®, GPHR®, PHRi™ and SPHRi™ recertification through HR Certification Institute® (HRCI®). Please make note of the activity ID number on your recertification application form. For more information about certification or recertification, please visit the HR Certification Institute website at www.hrci.org. |

The use of this seal confirms that this activity has met HR Certification Institute’s® (HRCI®) criteria for recertification credit pre-approval.
Online
No advanced preparation or prerequisites are required for this course.
![]() | This activity, ID No. 000000 has been approved for 1.0 HR (General) recertification credit hours toward aPHR™, PHR®, PHRca®, SPHR®, GPHR®, PHRi™ and SPHRi™ recertification through HR Certification Institute® (HRCI®). Please make note of the activity ID number on your recertification application form. For more information about certification or recertification, please visit the HR Certification Institute website at www.hrci.org. |

The use of this seal confirms that this activity has met HR Certification Institute’s® (HRCI®) criteria for recertification credit pre-approval.
Online
No advanced preparation or prerequisites are required for this course.
![]() | This activity, ID No. 000000 has been approved for 1.0 HR (General) recertification credit hours toward aPHR™, PHR®, PHRca®, SPHR®, GPHR®, PHRi™ and SPHRi™ recertification through HR Certification Institute® (HRCI®). Please make note of the activity ID number on your recertification application form. For more information about certification or recertification, please visit the HR Certification Institute website at www.hrci.org. |

The use of this seal confirms that this activity has met HR Certification Institute’s® (HRCI®) criteria for recertification credit pre-approval.
Online
No advanced preparation or prerequisites are required for this course.
![]() | This activity, ID No. 000000 has been approved for 1.0 HR (General) recertification credit hours toward aPHR™, PHR®, PHRca®, SPHR®, GPHR®, PHRi™ and SPHRi™ recertification through HR Certification Institute® (HRCI®). Please make note of the activity ID number on your recertification application form. For more information about certification or recertification, please visit the HR Certification Institute website at www.hrci.org. |

The use of this seal confirms that this activity has met HR Certification Institute’s® (HRCI®) criteria for recertification credit pre-approval.
Online
No advanced preparation or prerequisites are required for this course.
![]() | This activity, ID No. 000000 has been approved for 1.0 HR (General) recertification credit hours toward aPHR™, PHR®, PHRca®, SPHR®, GPHR®, PHRi™ and SPHRi™ recertification through HR Certification Institute® (HRCI®). Please make note of the activity ID number on your recertification application form. For more information about certification or recertification, please visit the HR Certification Institute website at www.hrci.org. |

The use of this seal confirms that this activity has met HR Certification Institute’s® (HRCI®) criteria for recertification credit pre-approval.

Cherie Hennig, Professor, UNCW
Cherie received her Bachelor's, Master's, and Ph.D. degrees in accounting from the University of Colorado. She began her career as an IRS revenue agent in Denver, Colorado and has taught numerous undergraduate and graduate tax courses at University of North Carolina, Wilmington, Florida International University, Colorado State University, the University of South Florida, and Virginia Tech. She has published numerous tax articles in many major tax journals, is an author or co-author of numerous tax texts, including Practical Guide to Schedule M-3 Compliance (Second Edition) and Contemporary Tax Practice: Research, Planning and Strategies (Second Edition), both published by CCH. She has written and taught numerous continuing professional education courses. She was a faculty intern with local and national CPA firms, and conducted research for the IRS Statistics of Income Division and the District Office of Research and Analysis. She is a member of the American Taxation Association, the American Institute of CPAs, and served on the Tax Executive Committee of the AICPA Tax Division.

Jennifer Bryant Robbins, Webinar Manager, Illumeo
Jennifer is a marketing specialist and the webinar manager for Illumeo. She has been a part of more than 500 webinar presentations, supporting our expert presenters and Illumeo users alike. When she’s not moderating webinars, she’s creating and managing marketing content.
Understand tax-planning retirement strategies when using tax-favored retirement accounts to:
- Contribute to tax-favored retirement plans to maximize wealth at retirement,
- Plan for maximizing distributions from retirement accounts while minimizing tax paid
Discover how to avoid/minimize common mistakes made when:
- saving for retirement,
- making distributions from a tax-favored retirement account,
- transferring wealth from undistributed retirement accounts to heirs/beneficiaries.


