June 21, 2023

In-Person

Hampton Inn & Suites, Orange Beach
25518 Perdido Beach Blvd, Orange Beach, 36561

4 Total CPE Credits

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Beach Clusters: Required Minimum Distributions: Compliance and Planning

  • Instructor

    Michael
    Frost

Learn how to navigate the rules and address compliance issues and planning opportunities regarding required minimum distributions (RMDs) from employer retirement plans and IRAs. This course will help you support your clients by understanding planning opportunities that exist in certain situations to minimize distributions and special rules exist for inherited retirement funds.

Learning Objectives

  • Understand the calculation of required minimum distributions
  • Understand when required minimum distributions are required
  • Understand how to treat inherited retirement accounts and how to utilize stretch IRAs
  • Understand the importance of designated beneficiaries of retirement accounts
  • Discuss the process of requesting the abatement of penalties for failure to make required minimum distributions and how to correct a failure to make a required distribution
  • Understand how to handle an incorrect Form 1099-R
  • Discuss how distributions are taxed when the retirement account has basis that can be returned free of tax
  • Understand the changes to RMD, penalty, and rollover rules under SECURE Act 2.0

CPE Credits Available

4
Total CPE
4
Specialized Knowledge

Hampton Inn & Suites, Orange Beach

25518 Perdido Beach Blvd, Orange Beach, 36561

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Things to Know About This Course

Provider

ASCPA

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    Price includes $25.00 early registration discount(s) - expires 5/30

    Price includes $25.00 early registration discount(s) - expires 5/30

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