Required Minimum Distributions: Compliance and Planning

Monday, June 22 Code: 012 4.0 CPE Credits

Overview

Required minimum distributions (RMDs) from employer retirement plans and IRAs must be made or steep penalties will be incurred. Planning opportunities exist in certain situations to minimize distributions. Also, special rules exist for inherited retirement funds. Your clients depend on you to help them navigate the rules regarding required minimum distributions and the taxation of distributions. This course addresses compliance issues and planning opportunities regarding required minimum distributions.

Presenter(s):

Pamela Davis-Vaughn