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: Updated for the NEW Proposed RMD Regulations (RMDM)

Choose CPE Format:

Live Webinar SELECT STARTING AT $99 (2 dates)

Credits: 2

Qualifies For: CPE

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

$99

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)
This new course has not yet been reviewed. Check back soon!

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: Updated for the NEW Proposed RMD Regulations (RMDM)

  • Customer Rating
    Not Yet Rated
  • Field of Study
    Taxes
  • Level
    Basic
  • Credits
    2
  • Qualifies for

    CPE

Overview

Required minimum distributions (RMD) must begin for the year in which the account owner reaches age 72 unless an exception applies. RMDs must also be taken from inherited accounts, and the process for determining RMDs for these accounts is more complex than those that apply to RMDs for non-inherited accounts. 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. Interested parties must understand the compliance requirements that apply to RMDs to be able to assist in ensuring that penalties are avoided.

Major Topics:

  • What is a required minimum distribution for an account owner?
  • What is a required minimum distribution for a beneficiary IRA?
  • Key changes and explanations provided under the IRS proposed RMD regulations
  • The types of accounts that are subject to the required minimum distribution rules
  • The parties that are subject to the required minimum distribution rules
  • 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 and how they are coordinated with RMDs and IRA contributions
  • NEW: How the IRS’s interpretation drastically changes the way the 10-year rule works for certain beneficiaries

Learning Objectives

  • Define an RMD so that clients know the minimum amounts to distribute
  • Calculate RMDs and make adjustments when IRA custodians fail to
  • Identify the individuals and accounts that are subject to the RMD rules
  • Identify the RMD mistakes that can occur, how to avoid such mistakes, and how to correct them where possible
  • How to get automatic waivers for the 50% excess accumulation penalty

Designed for:

All practitioners advising clients on these complex issues

Prerequisite:

None

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 for a year from purchase date

  • 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.