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Advanced Required Minimum Distributions
Presentor: Stephen Forbes Recorded Date: 7/16/2013 Duration: 100 Min.

Description
This program was recorded during a live presentation on July 16, 2013.

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:

  • Required beginning dates
  • Lifetime RMDs
  • Designated beneficiaries
  • RMDs after death
  • Nonspouse beneficiary rollovers
Prerequisites: There are no prerequisites or other advanced preparation for this program.

Level: Intermediate

Instructional Delivery Method
Group – Internet-Based

Speaker - Stephen W. Forbes, J.D., LL.M.
Author of The 5500 Filing Guide

Objectives: After attending this seminar, attendees should be able to:

  1. Determine a participant’s required beginning date
  2. Calculate a lifetime required minimum distribution
  3. Determine the validity of a beneficiary designation
  4. Identify the distribution calendar year
  5. Calculate an annual death distribution
  6. Distinguish between death distribution alternatives
  7. Process a nonspouse beneficiary rollover

Hardware System Requirements:

  • Windows 95, 98, NT 4.0, 2000, XP, Windows 7
  • Internet Explorer 4.01 or later, Netscape 4.08 or later, and set Internet browser to allow pop-up windows.
  • High-speed Internet connection.
  • Pentium 166+ MHz, 128MB RAM or more.
  • 1023 x 768 or higher display resolution.
  • Soundcard and Speakers.

Software Requirements:

Program related requests, questions, or concerns may be emailed to: relius.education@sungard.com.

 


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