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Guide to Avoiding the Top 10 IRA Distribution Mistakes (IRA4)

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Live Webinar SELECT STARTING AT $89 (1 date)

Credits: 2

Qualifies For: CPE

Instructor(s): Denise Appleby, APA, CISP, CRPS, CRC, Mike Tucker, Ph.D., LL.M., J.D., CPA

$89

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How knowledgeable Denise was. Gave great examples and details
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Guide to Avoiding the Top 10 IRA Distribution Mistakes (IRA4)

  • Customer Rating
    (3)
  • Field of Study
    Taxes
  • Level
    Intermediate
  • Credits
    2
  • Qualifies for

    CPE

Overview

Distributions from retirement accounts is inevitable, and distributions can be taxable. However, the tax code includes provisions that can be taken to minimize income taxes that would be due on retirement account assets and avoid penalties. Being aware of these provisions is the first step to taking advantage of these tax benefits. Of course, understanding the steps that should be taken is equally as important.

Major Topics:

  • What is an early distribution?
  • Rollover eligibility for distributions
  • How to determine when the required minimum distribution rules apply
  • Choosing the “right” distribution option for a spouse beneficiary
  • Qualified Roth IRA distributions
  • Net unrealized appreciation and other considerations for distributions from employer plans
  • Required minimum distributions for account owners
  • Required minimum distributions for inherited accounts

Learning Objectives

  • Identify early distributions
  • Determine the taxability of distributions and whether distributions can result in avoidable penalties
  • Know different penalty exceptions that apply to different types of retirement plans
  • Understand how beneficiaries can avoid unintended tax consequences from unintentional distributions
  • Identify opportunities for tax reduction strategies for distributions from employer-sponsored plans

Designed for:

Financial advisors, tax professionals, and individuals who support IRAs and employer plans (employees of financial institutions who answers questions about and handle transactions for IRAs and employer plans)

Prerequisite:

A basic understanding of individual income tax

Advanced Preparation:

None

Interested in bringing this course into your firm?

PRIVATE WEBINARS AND LIVE ON-SITE COURSES ARE AVAILABLE. LEARN MORE.
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