Course Overview

This course introduces Required Minimum Distributions (RMDs) for Traditional IRAs (Individual Retirement Arrangements) and other tax-preferred accounts. Whether your company handles required minimum distributions, or advises account holders that must take them, this training helps professionals develop comprehension over the RMD process.

In this fundamentals course, you will learn:
• Why RMDs exist for certain plans
• How the first RMD is uniquely managed
• The best method for calculating RMDs
• Everything the IRS requires to report RMDs

Course Details

  • 29 Minutes of Instruction

  • 0.75 Continuing Education (CE) Credits

  • $79

  • Beginner Level

  • CISP, CTFA, & CRSP Designations

Course Syllabus

  • 1

    Required Minimum Distributions I

    • Getting Ready with Course Resources

    • Required Minimum Distributions Overview

    • Calculating RMDs

    • RMD Notice

    • RMD Penalty

    • Roth RMDs

    • Required Minimum Distributions I Quiz