Tax Speaker Retirement Distributions, Penalties & Inheritances

Presented by Washington Association of Accounting and Tax Professionals and Tax Speaker

Thursday, May 30, 2024 - Live Streamed Webinar

Event schedule: 

• Morning session begins: 9:00 am
• Morning session ends: 11:00 am

Speaker: TaxSpeaker Presenters

      Bob Jennings CPA, EA

Location: Live Streamed Webinar

CPE Credits: 2  IRS Approved Tax Hours

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.

All Live Streamed Webcast seminar attendees are also provided with: PDF of hyperlinked manual.

Prerequisites:

0 years tax preparation experience

Course Level:

Intermediate

Registration fee: 

WAATP members : $135

Non-members : $135

 Registration will be posted shortly

Disclaimer:

Fees and Schedule - This Taxspeaker InPerson and Internet-Live webcast will begin and end promptly at stated time. All 8-hour webcasts will break for lunch, and have 2, 10-15 minute breaks. 

 Attendees must answer 75% of all polling questions given during the day to obtain the full hours of CPE Credits.

 Cancellation and Refund Policy: Registration fees will be refunded in full for up to 3 days in advance of the seminar. Registrations may be transferred 1-3 days prior to the seminar date. NO REFUNDS/TRANSFERS WILL BE ISSUED AFTER THE SEMINAR MATERIALS AND WEBINAR LINK HAS BEEN SENT AND THE SEMINAR BEGINS. NO EXCEPTIONS

ALL OF OUR TAX COURSES HAVE IRS APPROVAL UNLESS OTHERWISE NOTED**

Updated April 25, 2024