Tax Implications of Retirement Plan Distributions (C68201)

Log In to Register

Cancellation Policy

Please note that this webinar Is from a third party vendor, CPA Crossings. We strongly recommend registering no later than one-hour before the webinar begins. Please contact CPA Crossings webinar hotline if you do Not receive your webinar invitation via email within five minutes after registering:  877-370-2220 ext. 1. Thank you.

Date(s):

05/21/2025

Registration Open:

12:00 AM - 8:00 AM

Time:

8:00 AM - 9:00 AM

Facility:

 Online

Meeting Type:

Webinars

CPE Credit:

1.00

Field(s) Of Study:

Taxes (1.00)

Level of Knowledge:

Intermediate

Price:

Member: $55.00
Nonmember: $75.00

Individual Discounts:

Not Available

Overview

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&rsquo:s heirs
  • 2025 retirement plan contribution limits
  • Required minimum distributions and contributions to charity
  • Key provisions of Secure Act 2.0

Speaker(s)

Prerequisites

Basic working knowledge of individual and business taxation.