Customer Service: 800-778-7436     

To access your product click the Log In link at the top right of the screen. Once inside your account, you will be able to access your Packages, Self-Study Product, and Webinar Registrations.

Sign In to Your Surgent Account

Forgot Username or Password | Register for an Account

Top 20 Effective Strategies for Avoiding RMD Mistakes and Penalties (IRA5)

Choose CPE Format:

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

Choose a Webinar Date

(All Times Eastern)

Please choose a Webinar date

NO HASSLE REFUNDS & TRANSFERS
EASY CANCELLATIONS
Self-Study (On Demand) SELECT

This course is not currently available. Please fill out this short form to be notified when self-study options are available.

FIRST NAME
LAST NAME
EMAIL ADDRESS
COMMENTS (OPTIONAL)
The change in voice tones and excitement for the topic from Denise made this an exciting subject so much so I have registered for two more courses Denise will be presenting in the coming weeks
Kevin K.

Interested in bringing this course into your firm?

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

Top 20 Effective Strategies for Avoiding RMD Mistakes and Penalties (IRA5)

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

    CPE

Overview

Required minimum distribution (RMD) must begin for the year in which the account owner reaches age 70½, unless an exception applies. Failure to comply with the RMD rules will result in the account owner owing the IRS a 50% excess accumulation penalty on any RMD shortfall. RMDs must also be taken from inherited accounts, and the process for determining RMDs for these accounts are more complex than those that apply to RMDs for non-inherited accounts. Interested parties must understand the compliance requirements that apply to RMDs, to be able to assist in ensuring that penalties are avoided.

Major Topics:

  • The definition of a required minimum distribution
  • The types of accounts that are subject to the required minimum distribution rules
  • The parties that are subject to the required minimum distribution rules
  • The process for calculating required minimum distribution
  • Exceptions and special considerations for required minimum distributions
  • Rollover and transfer rules in an RMD year
  • The various responsibilities for interested parties
  • Qualified charitable distributions

Learning Objectives

  • Define an RMD
  • Understand how RMDs are calculated
  • Recognize the individuals and accounts that are subject to the RMD rules
  • Identify mistakes that can occur, how to avoid such mistakes, and how to correct them where possible

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.
loading

Loading...

Loading...

Thank You!

YOU HAVE ADDED THE FOLLOWING TO YOUR CART:


Loading...

Thank You!

Thank You! Your request has been submitted.



Get More with a Surgent CPE package

Unlimited Self-Study Package

  • Unlimited 24/7 access to 200+ downloadable self-study courses

  • Courses range from 2-20 credits

  • Provides online grading & CPE certificates by email

  • Does NOT include Premium courses

$499

Buy Now

Unlimited Webinar Package

  • Unlimited access to all non-premium live CPE webinars

  • Includes 1-, 2-, 3-, 4-, and 8-hour webinars, including Saturday and evening options

  • Access through December 31st of the year in which you purchase

  • Does NOT include Premium courses

$649

Buy Now

 

Unlimited Plus Package

  • Unlimited access to ALL live CPE webinars

  • Includes all premium courses and virtual conferences

  • Unlimited 24/7 access to all self-study courses

  • Includes all on-demand webcasts

  • Access for a year from purchase date

$799

Buy Now

Explore Additional Courses by Topic

  • CPE Continuing Professional Education for CPAs

  • IRS Continuing Education for EAs and the AFSP program

  • CFP Accepted by the CFP® Board

  • YB YellowBook Continuing Education

  • CTEC Approved for CE by CTEC

QAS Approval Surgent IRS Approval Surgent CFP Approval Surgent CTEC Approval Surgent
CPE Webinars
CPE Webinars

Thank You!

Thank You! Your subscription has been submitted.