November 17, 2022


Webinar


2 Total CPE Credits

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Surgent's Avoiding the Top 10 Mistakes That Can Wipe Out Retirement Savings

Learning Objectives

  • Advisors who attend this session will learn how to:
  • Identify penalties that can apply to distributions, and how they can be avoided
  • Identify portability mistakes that can result in unintended tax consequences
  • Move inherited retirement assets in a manner that preserves tax deferred status
  • Avoid the penalty that can apply to ineligible contributions
  • Explain the operational and compliance requirements for Roth IRA conversions 

Major Topics

  • The 10% penalty 
  • Net unrealized appreciation 
  • Roth IRA conversions and withholding
  • Rollovers and the limitations
  • Direct rollovers, indirect rollovers, and tax withholding  
  • Beneficiary portability rules 
  • Taxes and the ordering rules for Roth IRAs 
  • Excess contributions and the 6% excise tax 

CPE Credits Available

2
Total CPE
2
Taxes

Things to Know About This Course

Course Level

  • Basic

Prerequisites

None

Advanced Preparation

None

Intended Audience

All practitioners advising clients on these complex issues

Provider

Surgent McCoy CPE

This event has ended.