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The Required Distributions Workshop |
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| Upcoming Workshop Sites Include: |
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SITE |
DATE |
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To be Announced
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Topics Covered in this Workshop |
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- Basic Concepts
- Roth Distribution Rules
- Distribution Deadlines
- Distribution Penalties
- Recalculation
- IRA Beneficiary Problems
- Death Distributions
- The Five Year Rule
- Contingent Beneficiaries
- Simultaneous Death
- Qualified Charitable Distributions
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- Substantially Equal Payments
- Life Expectancy Problems
- The New Trust Rule
- One-Year Reduction
- Beneficiary Changes
- Beneficiary Elections
- Subsequent Beneficiaries
- Nonspouse Beneficiaries
- 70 1/2 Rollovers
- 70 1/2 Transfers
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How to Register -- Advanced registration is required. Enrollment is limited and is accepted in the order received. Registration is not guaranteed until receipt of your payment. Please consult the ordering information to register.
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