Course Overview
This course provides extensive instruction on Required Minimum Distributions (RMDs) for Traditional IRAs (Individual Retirement Arrangements) and other tax-preferred accounts. Whether your company manages and processes required minimum distributions, or you advise account holders that must take them, this training helps professionals develop mastery over the RMD process.
In this expert course, you will learn:
• Why RMDs exist for certain plans
• How the first RMD is uniquely managed
• The best method for calculating RMDs
• How to avoid RMD penalties and resolve any infraction
• Everything the IRS requires to report RMDs
In this expert course, you will learn:
• Why RMDs exist for certain plans
• How the first RMD is uniquely managed
• The best method for calculating RMDs
• How to avoid RMD penalties and resolve any infraction
• Everything the IRS requires to report RMDs
Course Syllabus
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1
Required Minimum Distributions II
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Getting Ready with Course Resources
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Agenda
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Required Minimum Distributions Overview
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RMD Penalty
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RMD Calculation
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Misc. RMD Issues
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RMD Notice
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Roth RMDs
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Summary
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Required Minimum Distributions II Quiz
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