Featured Speaker - Effective Strategies for Avoiding RMD Mistakes

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Main
5/6/2021
2:45 PM - 3:45 PM
Required minimum distribution (RMD) must begin from retirement accounts for the year in which the account owner reaches age 72, unless an exception applies. RMDs must also be taken from inherited retirement accounts. This webinar will help advisors understand how to identity retirement account owners who are subject to RMDs, how to apply the new SECURE Act RMD rules to beneficiary IRAs and other beneficiary retirement accounts, and how to help clients avoid RMD related mistakes that could result in IRS assessed penalties.

Learning Objectives:
• After this session, participants will be able to identify individuals and retirement accounts that are subject to required minimum distributions (RMDs).
• After this session, participants will be able to implement strategies for beneficiary RMDs that comply with the provisions of the SECURE Act.
• After this session, participants will be able to provide solutions that help clients avoid RMD related penalties & impermissible transactions.
Watch for all the details coming on NAPFA 2022 Events