Webinar: Top 20 Effective Strategies for Avoiding RMD Mistakes and Penalties: Updated for the Proposed RMD Regulations, SECURE Act 2.0

WS697 | Course | Basic | Scheduled

Description

Required minimum distributions (RMDs) must begin for the year in which the account owner reaches age 72 - later if they were born in 1951. RMDs must a

Credits

Number of Credits	Type of Credits
2.00	Taxes

Designed For

All practitioners advising clients on these complex issues

Prerequisites

None

Highlights

Who qualifies for the waiver of the RMD excise tax for 2021, 2022, and 2023?
The rollover deadline for 2023 age 73 RMD
Coverage of applicable provisions of SECURE Act 2.0
What is the required minimum distribution for an account owner?
What is the required minimum distribution for a beneficiary IRA?
Key explanations of RMD regulations
The types of accounts that are subject to the required minimum distribution rules
The parties that are subject to the required minimum distribution rules
Exceptions and special considerations for required minimum distributions
Rollover and transfer rules in an RMD year
The various responsibilities for interested parties
Qualified charitable distributions and how they are coordinated with RMDs and IRA contributions
How the 10-year rule works for certain beneficiaries

Objectives

Be familiar with the recent changes to RMD rules
Define an RMD
Calculate RMDs
Identify the individuals and accounts that are subject to the RMD rules
Recognize the RMD mistakes that can occur, how to avoid such mistakes, and how to correct such mistakes where possible

Preparation

None

Notes

This webinar is provided by Surgent. After registering for the course, you will receive an email from Surgent with instructions for logging in to the webinar and obtaining your eMaterials.

You may confirm that your computer meets the minimum requirements by visiting: https://www.surgentcpe.com/webinartest/.

Prices

Member (Early Bird): $99.00
Non-Member (Early Bird): $99.00

Member: $99.00
Non-Member: $99.00

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