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Retirement Distributions, Penalties & Inheritances Webinar

May 30 @ 11:00 am - 1:00 pm CDT

$135.00 – $155.00

Master a well-rounded understanding of retirement planning and distributions during TaxSpeaker’s Retirement Distributions, Penalties, and Inheritances course! This 2-credit-hour course equips tax professions with practical wisdom to navigate the world of retirement finances.

This includes teaching on the identification of the five rules for withdrawal from qualified plans, the definition of a stretch IRA, and a thorough explanation of various withdrawal and distribution considerations. These considerations cover required distributions — rollovers, waiving the 60-day rollover rule, RMD beginning date, qualified charitable distributions, excess contribution penalties — as well as account owner RMD withdrawals, tricks to waive the 50% penalty for failure to take RMD, general Roth IRA distributions, and secrets of retirement withdrawals and tax planning. We’ll also dive into proper handling of qualified domestic relations order distributions and how to determine when taxpayers can make withdrawals from their IRA’s without paying a penalty.

Attendees will also gain insights on managing inherited IRA’s, such as considerations for spouses, eligible designated beneficiaries, and non-spouse beneficiaries. In addition, we will review an incorrect 1099-R form to dissect what does and does not work and why.

Tickets

The numbers below include tickets for this event already in your cart. Clicking "Get Tickets" will allow you to edit any existing attendee information as well as change ticket quantities.
Retirement Distributions, Penalties & Inheritances - Member Registration
$ 135.00
Unlimited
Retirement Distributions, Penalties & Inheritances Webinar - Non-Member Registration
$ 155.00
Unlimited

Details

Date:
May 30
Time:
11:00 am - 1:00 pm CDT
Cost:
$135.00 – $155.00
Event Categories:
,

Venue

Zoom
IL United States
View Venue Website

Organizer

IAAI
Phone
800-222-2270
Email
illinoisaccountants@gmail.com
View Organizer Website

Speakers

Other

CPE Hours
2 Federal Tax Topics/Tax Related Matters: 2.0 CPE Credit
Level
Basic
IRS Program Number
09TAB-T-00457-24-O

Commercial Members