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Retirement Penalties And Rollover Issues Webinar

CPE

When
Jan. 22
1:00 - 3:00 p.m.

CPE Credits
2-Tax

Details

 Pricing

PICPA Member: $79 | Nonmember: $104


 More Information

Course No.
4193497C
Level
Basic
Prerequisites
None.

Description

  • Recall exceptions from the 10% penalty for early distributions from retirement plans, IRAs and annuities and other retirement penalties.
  • Consider the far reach of the once per year rollover rule and what circumstances have fatal consequences.
  • Recognize the difference between Rollovers and Transfers.
  • Determine how the sixty-day rollover has evolved and is currently in effect.

Highlights

Early distribution penalties and 60-day rollover failures are prevalent issues tax preparers must handle despite the size of a firm or the wealth of clients. There are penalty exceptions and waivers, but some issues have no possible resolution.

Note: This class presents an in-depth discussion of issues presented in the instructor’s class Retirement Distributions: Planning Options.



Speaker(s)


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