Guide to Avoiding the Top 10 IRA Distribution Mistakes Webinar

Learn how to identify early distributions
Learn how to determine the taxability of distributions.
Learn how to determine whether distributions can result in avoidable penalties.
Know different penalty exceptions that apply to different types of retirement plans
Understand how beneficiaries can avoid unintended tax consequences from unintentional distributions
Identify opportunities for tax reduction strategies for distributions from employer-sponsored plans

Highlights

What is an early distribution?
Rollover eligibility for distributions
How to determine when the required minimum distribution rules apply
Choosing the “right” distribution option for a spouse beneficiary
Qualified Roth IRA distributions
Net unrealized appreciation and other considerations for distributions from employer plans
Required minimum distributions for account owners
Required minimum distributions for inherited accounts