IRA Distributions: Includes SECURE Act Law Change
Member Fee: $165
Non-Member Fee: $265
Speaker: Debbie Crawford, gettechnical, Inc.
The SECURE Act brings many changes to the distribution part of the IRA. We will look at the new 72 rules as well as all the changes on inherited IRAs. Learn what stayed the same and what changed. We will bring down many scenarios on inherited IRAs and really learn what to do when your account holder dies.
Highlights:
- Calculating 72 distributions
- Qualified Charitable Distributions
- Premature Distributions
- Designated Beneficiary payouts
- Eligible Designated Beneficiary Payouts
- Examples for all of these payouts
- General rules on set up and tracking the activity on these accounts
- Common mistakes and errors