Retirement Penalties And Rollover Issues Webinar

• 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.

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.