With this 2 (1 fed. & 1 Cal.) hour course you will be able to:

• See who can - and can't- use the nonspouse beneficiary rules.
• Find out if the new Roth rollover for everyone rules are all they're cracked up to be.
• Pick the best plan for your self-employed client with Spidell's Retirement Plan comparison charts.
• Discover who qualifies for forgiveness from the 60-day rollover rules.
• Compare the SIMPLE to the SEP plan.
• Review required minimum distributions.
• See how middle income tax payers can benefit from an IRA to charity rollover.

Attendees of Spidell's 2007 Summer Seminar do not qualify for this course.

Spidell's online CPE!  Easy as 1, 2, 3.

1. Purchase your course.
2. Take your exam online.
3. The exam is instantly graded and if you pass, your certificate is e-mailed to you almost instantly!

Didn't pass on the first try?  Take the course again until you pass at no extra charge!