Introduction to Required Minimum Distributions
Description
Objective
Understand what Required Minimum Distributions (RMDs) are, why they exist, and the accounts to which they apply Recognize the important deadlines for starting and taking RMDs, including the consequences of missing an RMD deadline and how to avoid penalties Calculate RMDs using IRS tables, account balances, and other impacting data Recognize common scenarios where RMDs apply for IRA owners, employer plan participants, and beneficiaries.
Attendee Information
Michael Tucker, Ph.D., LL.M., J.D., CPA, Denise Appleby, MJ, APA, CISP, CRPS, CRC
Required Knowledge
None
Event Code:RMD2-2027-01-WEBNR-36-01
Fields of Study:CPE - Taxes
Other fields:
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