EVENT DESCRIPTION
The SECURE Act and SECURE 2.0 fundamentally restructured required minimum distribution rules, penalty exceptions, and distribution options across IRAs, 401(k)s, and other qualified plans. This course walks practitioners through the latest RMD age thresholds, the expanded 10-year rule for inherited accounts, and new penalty-exception categories for early distributions.
EVENT OBJECTIVE
- Apply the current RMD starting ages and calculate RMDs using the updated Uniform Lifetime Table
- Explain the 10-year rule for inherited retirement accounts
- Identify statutory exceptions to the 10% early distribution penalty
- Distinguish between direct rollovers and 60-day rollovers
- Develop planning strategies to minimize aggregate taxes on retirement plan distributions
COURSE NAME
Avoiding Taxes and Penalties on Early Retirement Plan Distributions + Required Minimum Distributions – The Latest Rules, The Real Impact
