Are you confused about the IRA rules and Required Minimum Distributions (RMDs) with all the recent changes brought by the SECURE Act? This two-part course will help clarify these topics in detail.
IRA and RMD Essentials: Managing Your Retirement Savings Effectively
Key Topics Covered:
- Overview of IRAs: Traditional and Roth.
- SECURE Act Overview: Key changes affecting IRAs and your Required Minimum Distributions (RMDs).
- RMD Rules for Your Lifetime: Understanding how RMD rules apply during your lifetime and planning strategies to optimize your distributions.
- Impact on Beneficiaries: How the SECURE Act 10-year rule may impact your IRA beneficiary decision.
- Planning Strategies: Tips to avoid penalties, minimize taxes for you and your beneficiaries, integrate into your estate plan, and make the most of your retirement account.
*Please note, CPE is not offered for this webinar.
Connect With Our Speaker
Partner