IRA Required Minimum Distributions
RMD rules have changed as a result of new legislation enacted and new life expectancy tables published in recent years. RMDs make up a large part of most financial organizations’ IRA administration services and will continue to increase as baby boomers age. Attend this course to ensure that your organization is handling RMDs according to the most current rules. Course topics include RMD calculations, excess accumulation penalty taxes, financial organization responsibilities, and reporting.
Details
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Benefits
Professional Development
Keep up on the latest rules and regulations, or maintain an industry designation by earning continuing education credits.
Convenient
Get retirement, health, and education savings plan training without leaving your office. Our large selection of webinars are available live or for digital download.
Expert Instructors
We have some of the industry's top ERISA-trained consultants who have specialized in retirement and savings plans for over 35 years.
