This live seminar will be presented as an online broadcast. You can interact with the instructor and other attendees in real time online. IF in-person attendance becomes possible, practicable and safe for all at the Gratzer Education Center, we will notify registrants about that option. Required minimum distributions (RMDs) from employer retirement plans and IRAs must be made or steep penalties will be incurred. Planning opportunities exist in certain situations to minimize distributions. Also, special rules exist for inherited retirement funds. Your clients depend on you to help them navigate the rules regarding required minimum distributions and the taxation of distributions. This course addresses compliance issues and planning opportunities regarding required minimum distributions.
Materials are generally available 3 days in advance of an event. Once you have downloaded the manual, we are unable to cancel your registration.
Registration is open through 11/08.
12:30pm to 4:00pm
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November 6, 2020
November 9, 2020
November 10, 2020