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DTSTAMP:20260419T195938Z
DTSTART:20270222T180000Z
DTEND:20270222T200000Z
SUMMARY: Retirement Penalties & Rollover Issues 26-27
DESCRIPTION: Taking money from ones retirement plan before age 59-1/2 or failing to withdraw funds after age 73 leads to penalties. Plan beneficiaries have a separate set of rules for withdrawals. There are penalty exceptions and waivers\, but some issues have no possible resolution. A withdrawal from a retirement plan is taxable unless it's returned to a plan within 60 days. Some withdrawals cannot be returned and there are some ways to make a late rollover tax-free. Early and late distribution penalties and 60-day rollover failures are prevalent issues that tax preparers must handle despite the size of the firm or the wealth of their clients. Learn the rules of the road in this class. Note: This class presents an in-depth discussion of issues presented in the instructor's class Retirement Distributions: Planning Options\n 
CLASS:PUBLIC
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