Retirement Penalties And Rollover Issues Webinar
PICPA Member: $79 | Nonmember: $104
- 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.
You May Also Like
Nov. 5 | Malvern
Nov. 10 | King of Prussia
Nov. 10 | Webinar