Tax Qualified Plans

Tax qualified retirement plans enjoy special tax benefits under the Internal Revenue Code. This course will explore the various types of plans and how individual taxpayers, employers and employee can access these benefits by making their plans and retirement arrangements tax qualified. More particularly the course will focus on various topics including rules relating to participation in plans, vesting of benefits, accrual of benefits, taxation of distributions and deductibility of contributions and corrective methods to prevent disqualification by the IRS.

This course is not currently scheduled.
Last offered Summer 2016.

Key to Codes in Course Descriptions
P: Prerequisite
C: Prerequisite or Concurrent Requirement
R: Recommended Prior or Concurrent Course