Understanding the Tax Implications of Retirement Plan Distributions
Thursday, April 23, 2026
8-9 a.m. Central
1 CPE (1 technical) | 1 IRS CE
Course code: 26WA-0946
View pricing
This session will address the complex rules of retirement distributions, review key provisions of the SECURE Act 2.0, and provide practical strategies of maximizing tax benefits for your client.
Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to kori.herrera@acpen.com.
Major subjects
-
Required minimum distributions for a deceased's heirs
-
2025 retirement plan contribution limits
-
Required minimum distributions and contributions to charity
-
Key provisions of Secure Act 2.0
Learning objectives
-
Implement practical strategies based on a thorough understanding of the complex rules for retirement distributions
-
Identify and recall key compliance issues
-
Identify and recall significant issues in the taxation of retirement distributions
Who should take this program?
- CPAs and members in industry seeking an in-depth review of required minimum distribution rules
Pricing
|
Standard Member Fee |
$29.00
|
 Standard Nonmember Fee |
$29.00
|
Our records indicate
you are a
nonmember.
If you register, you will be charged
$29.00
(Standard Nonmember Fee).
Members: Please
log in
to receive member fee.
