The Treasury Department has issued a 275-page set of Proposed Regulations that attempt to clarify many of the RMD issues resulting from SECURE. Included are a number of surprising provisions, some favoring taxpayers and some not. In addition, in March, the House of Representatives passed their version of what has become known as SECURE 2.0 and the Senate is likely to move on this shortly. Secure 2.0 is designed to expand retirement savings thus making it likely that the taxation issues will become even more important in the future. The seminar will focus on the present and proposed future tax consequences arising from IRA contributions and distributions including a discussion of potential planning opportunities. Participants must have a basic knowledge of the Income and Estate Tax Rules relating to IRA contribution, distribution and ownership.
Course Date: June 1, 2022 | 8:30am - 11:00am
Course Level: Intermediate/Advanced
CPE Credits: 3
Course Fee: $225.00
Location: Zoom Webinar
**Please note that during the course of this webinar you will be provided (both verbally and on screen) with code words. These are to be written down and turned in at the completion of the webinar, space has been provided on the evaluation form. This is required for attendance monitoring and must be at least 75% accurate in order to be deemed "in attendance" and receive full course credit(s).
**As a reminder completion certificates will be sent out within 3 business days of the webinar.