ARCHIVED SEMINARS ARE FOR VIEWING PURPOSES ONLY.
THE SEMINAR CONTENT IS NO LONGER CURRENT AND DOES NOT QUALIFY FOR ANY CONTINUING EDUCATION CREDIT.
ARCHIVE DATE: FEBRUARY 2016
The IRS Tax Exempt and Government Entities' Employee Plans division presented this seminar at the 2014 IRS Nationwide Tax Forum, and the information was correct at the time of recording.
Give us 50 minutes and we'll give you the world of retirement news to keep your plan in compliance. The session will focus on the following topics: My Retirement Account (myRA) - is it the newest retirement plan or just your favorite aunt; IRA tax-free rollovers - if one isn't enough, are two allowed; invalid Social Security numbers may lead to problems in your retirement plan; 5500-EZ - tips on how to avoid being a "non-filer"; and an example on how to calculate and deduct retirement plan contributions for your self-employed clients.
To view this archived seminar, click below