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Each year as your clients get older, the required minimum distribution (RMD) rules become more important. The importance of the rules is amplified by the fact that a mistake not only results in possible disqualification but also a significant penalty tax (50%).
Since many practitioners only encounter the RMD rules on an infrequent basis, they struggle with applying the rules in different situations. Adding to the complexity are the separate rules that apply upon the death of the participant. In addition, nonspouse beneficiary rollover rules have added a new dimension to plan administration, including the RMD rules.
This program walks you through the RMD rules and the nonspouse beneficiary rollover rules. It is filled with examples and the kind of detailed information that is difficult to find elsewhere
Topics include:
There are no prerequisites or other advanced preparation for this program. At least 1 year of experience in working with qualified retirement plans is recommended.
Level: Beginner
Instructional Delivery MethodNASBA Field of Study: Taxes
Speaker: S. Derrin Watson, J.D.Objectives: After attending this Web seminar, an attendee should be able to:
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