Understanding the Tax Implications of Retirement Plan Distributions
Friday, Nov. 20, 2026
1-2 p.m. Central
1 CPE (1 technical) | 1 IRS CE
Course code: 26WA-6623
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
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Required minimum distributions for a deceased's heirs.
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2025 retirement plan contribution limits.
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Required minimum distributions and contributions to charity.
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Key provisions of SECURE Act 2.0.
Learning objectives
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Implement practical strategies based on a thorough understanding of the complex rules for retirement distributions.
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Identify and recall key compliance issues.
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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 |
$39.00
|
 Standard Nonmember Fee |
$39.00
|
Our records indicate
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nonmember.
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$39.00
(Standard Nonmember Fee).
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Instructor
Steven Dilley, PhD, CPA, JD
Location
Online
Area
of study
Financial planning
Field(s)
of study
Taxes - Technical (1.0)
Level
Intermediate
Format
Group Internet Based
Sponsor
NASBA ID#: 107810
Prerequisites
Prereq.
Basic working knowledge of individual taxation and retirement planning
Advance
prep
None
Cancellation
policy
Receive a full refund if you cancel at least four business
days before the event start date.
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