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Retirement Distributions, Penalties & Inheritances

May 4 @ 1:00 pm - 3:00 pm CDT

$120 – $140

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.

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Details

Date:
May 4
Time:
1:00 pm - 3:00 pm CDT
Cost:
$120 – $140
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
Intermediate
IRS Program Number
09TAB-T-00371-22-O
Field of Study
Tax

Commercial Members