Tax Implications of Retirement Plan Distributions

Overview

This session will address the complex rules of retirement distributions, review key provisions of the SECURE Act 2.0, and provide practical strategies of maximizing tax benefits for your client.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Prerequisites

Basic working knowledge of individual and business taxation.

Objectives

After attending this presentation, you will be able to...

• Implement practical strategies based on a thorough understanding of the complex rules for retirement distributions
• Identify and recall key compliance issues
• Identify and recall significant issues in the taxation of retirement distributions

Highlights

The major topics that will be covered in this course include:

• Required minimum distributions for a deceased’s heirs
• 2025 retirement plan contribution limits
• Required minimum distributions and contributions to charity
• Key provisions of Secure Act 2.0