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Speaker, author, teacher, consultant: I teach/consult to financial, tax, and legal professionals about the tax laws that govern IRAs and employer plans

What Tax Practitioners Should Know about Required Minimum Distributions from IRAs and Qualified Plans - Edward Jones

  • 09 Aug 2017
  • 19 Sep 2017
  • 4 sessions
  • 09 Aug 2017 (EDT)
  • 17 Aug 2017 (EDT)
  • 07 Sep 2017 (EDT)
  • 19 Sep 2017 (EDT)

The All-Star Tax Series - Sponsored by Edward Jones


Denise Appleby, CISP, CRC, CRPS, CRSP, APA , Michael E. Callahan, EA, CPC, FSPA, RMA, Jeffrey L. Jacobs, Esq., Michael J. Tucker, JD, CPA (moderator)
  • Credits 3
  • Level Intermediate 
  • Field of Study Taxes

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Tax professionals must often advise their clients regarding all aspects of required minimum distributions (RMDs) from IRAs and qualified plans. This program includes a comprehensive discussion of all aspects of RMDs from IRAs and qualified plans, including RMDs made to account owners and to designated and non-designated beneficiaries. Questions concerning RMDs regularly occur  in practice, and are so often answered incorrectly by tax practitioners and financial advisors, that both groups can benefit immensely from this program.

Major Topics:

  • When an IRA or qualified plan owner or beneficiary must take an RMD
  • Special options for spousal beneficiaries of IRAs and qualified plans
  • Calculating RMDs for designated and non-designated beneficiaries
  • RMDs in the year of an account owner’s death and subsequent years
  • How RMDs are taxed, including the penalty for not taking the correct RMD
  • The required beginning date for IRAs and qualified plans
  • Taking RMDs when the taxpayer has multiple IRA and/or qualified plan accounts
  • Using rollovers to a current employer’s qualified plan to avoid RMDs

Learning Objectives

  • Advise clients regarding the timing and amount of required minimum distributions from both IRAs and qualified plans. 
  • Advise regarding the timing and amount of required minimum distributions for account owners, designated beneficiaries, spousal beneficiaries and non-designated beneficiaries

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