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

WS1529  |  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
Registration for this event has closed. If you have any question or concerns please give us a call at 615-377-3825 or send us an e-mail at registrar@tscpa.com
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