June 21, 2023


In-Person

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


4 CPE

Beach Clusters: Required Minimum Distributions: Compliance and Planning

June 21, 2023
In-Person
4 CPE

Beach Clusters: Required Minimum Distributions: Compliance and Planning

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    Instructor

    Mike
    Frost

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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 CPE
4
Specialized Knowledge

Hampton Inn & Suites, Orange Beach

25518 Perdido Beach Blvd, Orange Beach, Baldwin County, 36561

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Things to Know About This Course

Provider

ASCPA

This event has ended.