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Most Tax Advantaged Ways of Getting Money Out of Your IRA or Pension Plan (GMOI)

Choose CPE Format:

Live Webinar SELECT STARTING AT $89 (3 dates)

Credits: 2

Qualifies For: IRS CPE

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

$89

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Self-Study (On Demand) SELECT

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  • It was an awesome course. I have recommended it to a couple of CPA friends.

    - A Surgent Customer

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Most Tax Advantaged Ways of Getting Money Out of Your IRA or Pension Plan (GMOI)

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

    IRS CPE

Overview

The ability to advise clients about the tax consequences of taking distributions from IRAs and qualified plans is invaluable to a tax practitioner. This is particularly valuable for those practitioners who advise clients about making withdrawals from their retirement accounts before reaching age 59 ½. If you attend, you will learn about the consequences of taking “early” distributions from retirement accounts, and the benefits of taking substantially equal periodic payments and associated tax consequences.

Major Topics:

  • The general tax rules regarding IRA distributions to owners
  • When and how an IRA owner can tap his or her IRA early with no penalties  by receiving substantially equal periodic payments from such accounts
  • The tax treatment of substantially equal periodic payments.
  • Penalties for failure to substantially equal periodic payments for the minimum required period
  • How the payment amount is calculated

Learning Objectives

  • Advise clients with respect to the tax rules relating to taking substantially equal periodic payments from their IRAs
  • Assist clients who wish to take substantial equal periodic payments from their IRAs to make sure that the distribution has the intended tax consequences and characteristics

Designed for:

Any tax practitioner who wishes to understand the tax rules regarding substantially equal periodic payments from an IRA; Any tax practitioner with a client who is considering taking an early distribution from an IRA or qualified plan

Prerequisite:

Basic understanding of the tax rules affecting individuals

Advanced Preparation:

None

  • It was an awesome course. I have recommended it to a couple of CPA friends.

    - A Surgent Customer

Interested in bringing this course into your firm?

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