Webinar: Understanding the Tax Implications of Retirement Plan Distributions
WB898 | Course | Intermediate | Scheduled
Description
This session will address the complex rules of retirement distributions, review key provisions of the SECURE Act 2.0, and provide practical strategies of maximizing tax benefits for your client.
**Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to kori.herrera@acpen.com.
Credits
| Number of Credits | Type of Credits |
|---|---|
| 1.00 | Taxes |
Designed For
CPAs and members in industry seeking an in-depth review of required minimum distribution rules
Prerequisites
Basic working knowledge of individual taxation and retirement planning
Highlights
- Required minimum distributions for a deceased's heirs
- 2025 retirement plan contribution limits
- Required minimum distributions and contributions to charity
- Key provisions of Secure Act 2.0
Objectives
- Implement practical strategies based on a thorough understanding of the complex rules for retirement distributions
- Identify and recall key compliance issues
- Identify and recall significant issues in the taxation of retirement distributions
Preparation
None
Notes
This webcast is provided by ACPEN. After registering for the course, you will receive an email from ACPEN with instructions for logging in to the webcast and obtaining your eMaterials.
Prices
- Member (Early Bird)
- $29.00
- Non-Member (Early Bird)
- $59.00
- Member
- $29.00
- Non-Member
- $59.00