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 Questions Advisors Ask About the SECURE Acts and Other IRA Rules (IRQ2)

Choose CPE Format:

Live Webinar SELECT STARTING AT $99 (7 dates)

Credits: 2

Qualifies For: IRS CPE CTEC

Instructor(s): Denise Appleby, MJ, APA, CISP, CRPS, CRC

$99

Choose a Webinar Date

(All Times Eastern)

Please choose a Webinar date

NO HASSLE REFUNDS & TRANSFERS
EASY CANCELLATIONS
Reviews Not Available.

Interested in bringing this course into your firm?

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

Top 20 Questions Advisors Ask About the SECURE Acts and Other IRA Rules (IRQ2)

  • Customer Rating
    Reviews Not Available.
  • Field of Study
    Taxes
  • Level
    Basic
  • Credits
    2
  • Qualifies for

    IRS CPE CTEC

Overview

Advisors often ask clarifying questions as they increasingly gain an understanding of new and existing tax laws that govern IRAs. Some provisions see more questions than others due to their complexity, popularity, and level of impact on tax benefits. This course focuses on the top 20 of these questions and on SECURE Act 1.0, SECURE Act 2.0, and other hot topics. This course aims to help the advisor provide clients with the correct responses based on their IRA profiles.

Major Topics:

  • 529 to Roth: who, what, when, and how
  • SECURE Act 1.0 and the 10-year rule
  • Roth IRA beneficiary options
  • Where the stretch IRA really ends
  • The new limitations for spouse IRA beneficiaries
  • The new spouse options for spouse beneficiaries
  • New RMD rules for Roth 401(k)s
  • Overriding the 10-year rule for an eligible designated beneficiary
  • How the age of death affects beneficiary options
  • The new early distribution penalty exceptions
  • Rollovers vs. transfers for spouse beneficiaries
  • Qualified charitable distributions (QCDs) for owners and beneficiaries
  • The “at least as rapidly” (ALAR) rule
  • New reduced rate for excess accumulation penalty on RMD failures
  • How to avoid unlimited accrual of the 6% excise tax
  • How to avoid unlimited accrual of the 25% excise tax
  • Clarifying the definition of disability for an exception to the 10% additional tax
  • The new starting ages for RMDs
  • Designated vs. eligible designated beneficiaries and their options
  • Catch-up contributions for ages 50 and over
  • Catch-up contributions for ages 60 to 63
  • When the 60-day deadline is missed
  • When the one-per-year rollover limit is about to be broken
  • Retaining qualifications for exceptions to the 10% additional tax

Learning Objectives

  • Understand the new distribution options for beneficiaries, as clarified by the proposed RMD regulations for SECURE Act 1.0
  • Communicate to clients new opportunities for participants and beneficiaries to avoid excise tax and costly penalties
  • Talk to clients about implementing unique tax-saving opportunities for spouses and other eligible designated beneficiaries
  • Be well-versed in other recent developments that affect IRAs and employer plans

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 an Unlimited CPE subscription

Unlimited PLUS

  • Unlimited access to ALL live CPE webinars, including premium courses

  • Unlimited 24/7 access to on-demand webcasts and self-study PDF courses

  • Includes select gamified CPE courses from Surgent Interactive

  • Access for a year from date of purchase

  • Auto-renew locks in your price for next year (can cancel any time)

$899

 BUY NOW 

Unlimited Webinars

  • Unlimited access to all non-premium live CPE webinars

  • Includes 1, 2, 3, 4 and 8 CPE sessions

  • Access for a year from purchase date

  • Auto-renew locks in your price for next year (can cancel any time)

  • Provides online grading & CPE certificates by email

  • Does NOT include Premium courses and select* courses

$749

 BUY NOW 

 


Unlimited Self-Study

  • Unlimited 24/7 access to 250+ downloadable PDF courses

  • Courses range from 1-20 credits

  • Access for a year from date of purchase

  • Auto-renew locks in your price for next year (can cancel any time)

  • Provides online grading & CPE certificates by email

  • Does NOT include Premium courses and select^ courses

$549

 BUY NOW 

 


+Excludes: ETDE, AFTR, ETTX, Certification Courses, and select Surgent Interactive games (MTT2, MTT4, MTT5, MTT6, MTT7, SAU1, SAU2, SAU4, SAU5, SAU6, BDV1, and RPA1)

*Excludes Premium Webinars & Ethics for Delaware (ETDE)

^Excludes: ETDE, ETTX, AFTR, Certificate Courses, and Interactive Games

 

Explore additional courses by topic

  • Accounting and Auditing CPE courses

    Accounting &
    Auditing

  • Business and Industry CPE courses

    Business &
    Industry

  • Ethics CPE courses

    Ethics

  • Financial Planning CPE courses

    Financial
    Planning

  • Fraud and Forensics CPE courses

    Fraud &
    Forensics

  • Government and Non-Profit CPE courses

    Government/
    Non-Profit

  • Personal Development CPE courses

    Personal
    Development

  • Practice Management CPE courses

    Practice
    Management

  • Taxes CPE courses

    Taxes

  • Tech CPE courses

    Tech

 

Qualifies for

CFP CFP® Board-approved CE for Certified Financial Planners


CMA IMA-approved CE for Certified Management Accountants

CPE NASBA-approved CPE for Certified Public Accountants


CTEC California Tax Education Council-approved CE

IRS IRS-approved CE for Enrolled Agents and the AFSP


YB GAO-fulfilling Yellow Book audit requirements

CPE Webinars
CPE Webinars

Thank You!

Thank You! Your subscription has been submitted.