What You'll Learn
Join us for an in-depth webinar on the IRS's newly issued final regulations for Required Minimum Distributions (RMDs), which integrate rules from both the Secure Act and Secure 2.0 Act. This webinar, led by Denise Appleby, a renowned expert in retirement planning, will provide a…
Tom Dickson
Financial Experts Network
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Join us for an in-depth webinar on the IRS's newly issued final regulations for Required Minimum Distributions (RMDs), which integrate rules from both the Secure Act and Secure 2.0 Act. This webinar, led by Denise Appleby, a renowned expert in retirement planning, will provide a comprehensive overview of the latest changes and their implications for retirement account holders and beneficiaries. Attendees will gain valuable insights into key updates, such as the annual RMD requirements for designated beneficiaries, the new rules for Roth accounts, and the critical adjustments affecting individuals born in 1959.
In this session, we will break down the complex regulations into easily understandable segments, covering essential topics such as the differences between IRAs and employer plans, the applicable ages for RMDs, and the specific rules for various types of beneficiaries. We will also explore real-world scenarios to illustrate how these changes may impact your retirement planning strategy. Whether you are a financial advisor, retirement plan participant, or simply interested in understanding the new RMD landscape, this webinar will equip you with the knowledge needed to navigate these changes effectively. Don't miss this opportunity to stay informed and ensure compliance with the latest IRS regulations.
*CE/CPE Eligible: 1 CE credit is available to attendees with these designations: CFP, CLU, ChFC and RICP. CPA attendees will earn 1 CPE credit.
Field of Study: Specialized Knowledge
Prerequisites: There are no prerequisites for this session.
Advanced Preparation: None
Program Level: Basic
Delivery Method: Group Internet Based
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Financial Experts Network (Sponsor Id#: 145173) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.