BarbriSFCourseDetails
  • videocam Live Online with Live Q&A
  • calendar_month November 3, 2025 @ 1:00 p.m. ET./10:00 a.m. PT
  • signal_cellular_alt Intermediate
  • card_travel Tax Preparer
  • schedule 110 minutes

Managing Assets in Qualified Retirement Plans: Maximizing Contributions and Earnings, Minimizing Tax Implications

$197.00

This course is $0 with these passes:

CPE
ALL
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Description

Most taxpayers are familiar with qualified retirement plans. Whether contributing to a 401(k) plan at work or establishing an SEP (simplified employee pension) for a small business, these tax-deferred vehicles can create a pathway to a secure retirement. Taxpayers who contribute to these plans often fail to review and reallocate their initial investment choices, which can prove costly. Successful business owners may want to contribute more to these accounts than the annual contribution guidelines allow. Incorporating a profit-sharing or defined benefit plan could maximize contributions and tax savings for successful business owners.

In addition to initial considerations concerning plan design and contributions, taxpayers need to understand the modifications made to taxation of withdrawals under SECURE 2.0. Strategically planning and preparing for withdrawals from retirement plans can significantly reduce or eliminate the tax on these distributions to taxpayers and heirs. 

Listen as our panel of astute retirement planning professionals discusses methods to increase contributions and defer, lessen, or avoid tax on these savings plans.

Presented By

Kenneth A. Horowitz
Financial Coach
Parent: Integrated Benefit Consultants

Mr. Horowitz entered the life insurance business in 1989 after a short career in the commercial real estate finance business with a leading NYC based commercial bank. He became affiliated with The Guardian Life Insurance Company of America, New York, NY as a Field Representative with the Compain Anderson Group and went on to qualify for the company’s prestigious Awards Club for many years. After merging with another NYC based Guardian agency in 2000, Strategies for Wealth, Mr. Horowitz's services grew more comprehensive by providing clients a distinct financial planning process. His commitment to the financial services business is exemplified by qualifying as a Chartered Life Underwriter (CLU®), a Chartered Financial Consultant (ChFC®), as well as becoming a Registered Representative (Series 7) and IAR (Investment Advisor Representative) of Park Avenue Securities, Guardian's broker-dealer and investment advisor arm.

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Daniel Jock
President
Parent: Cornerstone Retirement Inc.

Mr. Jock is an enrolled actuary for employers large and small. He provides retirement-specific continuing education for accounting professionals from Massachusetts down through New Jersey. 

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Credit Information

  • BARBRI is a NASBA CPE sponsor and this 110-minute webinar is accredited for 2.0 CPE credits.

  • BARBRI is an IRS-approved continuing education provider offering certified courses for Enrolled Agents (EA) and Tax Return Preparers (RTRP).

Date + Time

  • event

    Monday, November 3, 2025

  • schedule

    1:00 p.m. ET./10:00 a.m. PT

I. Managing assets in qualified retirement plans: introduction

II. Qualified retirement plan designs

A. Basic

B. Advanced

III. Investment strategies to maximize benefits

IV. SECURE 2.0

V. Strategic withdrawals

VI. Other considerations

The panel will cover these and other critical issues:

  • Examples of advanced qualified retirement plan designs
  • Investment strategy to maximize benefits
  • SECURE 2.0 guidelines for withdrawals from retirement plans
  • Planning under the current distribution rules to minimize tax paid by beneficiaries


Learning Objectives

After completing this course, you will be able to:

  • Identify new rules for taxation of withdrawals after SECURE 2.0
  • Determine how to manage investments in retirement plans to maximize retirement benefits
  • Decide how to strategize distributions from qualified plans to minimize tax
  • Ascertain differences between basic and advanced qualified retirement plan designs


  • Field of Study: Taxes
  • Level of Knowledge: Intermediate
  • Advance Preparation: None
  • Teaching Method: Seminar/Lecture
  • Delivery Method: Group-Internet (via computer)
  • Attendance Monitoring Method: Attendance is monitored electronically via a participant's PIN and through a series of attendance verification prompts displayed throughout the program
  • Prerequisite:

    Three years+ business or public firm experience preparing complex tax forms and schedules, supervising other preparers or accountants. Specific knowledge and understanding of estate, gift and trust taxation including various trusts types, the unified credit, and portability.


BARBRI 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 Credits. Complaints regarding registered sponsons may be submitted to NASBA through its website: www.nasbaregistry.org.

IRS Approved Provider

BARBRI is an IRS-approved continuing education provider offering certified courses for Enrolled Agents (EA) and Tax Return Preparers (RTRP).

BARBRI CE webinars-powered by Strafford-are backed by our 100% unconditional money-back guarantee: If you are not satisfied with any of our products, simply let us know and get a full refund. Contact us at 1-800-926-7926 .