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DTSTAMP:20260420T050032Z
DTSTART:20270114T140000Z
DTEND:20270114T213000Z
SUMMARY: Retirement Distributions: Planning Options 26-27
DESCRIPTION: Retirement accounts may be the largest financial asset your client has. Learn to provide valuable retirement planning input rather than mere RMD calculations. Congress has been changing things: witness Secure and Secure 2.0. Beneficiary rules changed in 2019 but final regulations became effective in 2025. Retirement benefits will be paid to beneficiaries much earlier than was required for pre-2020 deaths. Improper choices and faulty distribution calculations can result in penalties or unnecessary taxes. Retirement plans may be overhauled based on recent legislative changes and IRS interpretations\; this effects self-employeds and employees. Course materials contain regulations governing plan distributions and copies of appropriate IRS forms and rulings\, updated with the latest cases\, rulings\, regulations and legislation\n 
CLASS:PUBLIC
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