Retirement Distributions, Penalties & Inheritances
Manual & DVD PackageProduct Description
Master a well-rounded understanding of retirement planning and distributions during TaxSpeaker’s Retirement Distributions, Penalties, and Inheritances course! This 2-credit-hour course equips tax professions with practical wisdom to navigate the world of retirement finances.
This includes teaching on the identification of the five rules for withdrawal from qualified plans, the definition of a stretch IRA, and a thorough explanation of various withdrawal and distribution considerations. These considerations cover required distributions — rollovers, waiving the 60-day rollover rule, RMD beginning date, qualified charitable distributions, excess contribution penalties — as well as account owner RMD withdrawals, tricks to waive the 50% penalty for failure to take RMD, general Roth IRA distributions, and secrets of retirement withdrawals and tax planning. We’ll also dive into proper handling of qualified domestic relations order distributions and how to determine when taxpayers can make withdrawals from their IRA’s without paying a penalty.
Attendees will also gain insights on managing inherited IRA’s, such as considerations for spouses, eligible designated beneficiaries, and non-spouse beneficiaries. In addition, we will review an incorrect 1099-R form to dissect what does and does not work and why.
Prerequisites
NoneField of Study
Taxes-2.00NASBA Categories
TaxesCourse Level
BasicCourse Objectives
This course reviews all rules for withdrawals, distributions, penalties and penalty exceptions for IRAs and other retirement accounts.
Available Options
Webinar
A scheduled, online course viewable on any computer or device with Zoom access; suitable for single person use. Webinars include: online course, eBook download, & PDF of PowerPoint slides. CPE credit will be issued based on log in time and percentage of polling questions answered.
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Seminar
A live event to be attended in person. Seminars include: printed book, eBook download, PDF of PowerPoint slides, light breakfast, lunch, & CPE credit.
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On Demand
An online, previously recorded course viewed at your convenience. The course is added to your TaxSpeaker account for instant access and includes: eBook, PDF of PowerPoint slides, downloadable course video, & (1) exam required for CPE credits.
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Ebook/DVD
A digital, downloadable PDF course manual & DVD package which includes: digital manual, DVD of course presentation, PDF of PowerPoint slides & (1) exam required for CPE credit. The DVD will be shipped to you and the manual/slides will be added to your TaxSpeaker account to download at your convenience.
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Manual/DVD
A physical, printed copy of our course manual and a course DVD. Included is: manual, DVD, PDF of PowerPoint slides, & (1) Exam required for CPE credit. The manual and DVD will be shipped to you; the slides will be added to your TaxSpeaker account to download at your convenience.
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TaxSpeaker offers a 100% 30-day money-back guarantee upon returning the self-study materials, to any paid participant in any self-study program if you are not happy with your purchase. No refunds will be issued after the exam has been attempted or completed.
Continuing Education
Jennings Advisory Group, LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. NASBA Sponsor #108251
Jennings Advisory Group, LLC has entered into an agreement with the Return Preparer Office, Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the Return Preparer office as to the quality of the program or its contribution to the professional competence of the enrolled individual. IRS Sponsor Number 5KBKR.
ALL OF OUR TAX COURSES HAVE IRS APPROVAL UNLESS OTHERWISE NOTED**
