Webinar

Tax Implications of Retirement Plan Distributions

If you have questions about this event, please call us at 952-831-2707.

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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.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

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

Our records indicate you are a nonmember. If you register, you will be charged $55.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.