Required Minimum Distributions: Compliance and Planning

Dec 2
8:00 - 11:30 a.m.

Red Lion Hotel Harrisburg Hershey
Harrisburg - Map

4-Tax
CPE Credits

Examine inherited retirement accounts and how to use stretch IRAs. Grasp the importance of designating beneficiaries. Review the process for requesting the abatement of penalties for failure to take required minimum distributions. Learn how distributions are taxed when a retirement account has basis and can be returned tax-free.
Highlights

Latest IRS guidance regarding required minimum distributions
Using the Uniform Life Table
Required minimum distributions from multiple accounts Form 1099R and codes
Inherited retirement accounts and IRAs: Spousal and nonspousal beneficiary distribution options
Roth conversions for estate planning and avoiding required minimum distributions
Timing of distributions for maximum tax-free compounding
Qualified charitable distributions from IRAs
Recent legislative attempts to change the required minimum distribution age and eliminate stretch IRAs