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.
|Mar 07 2024
|Nov 07 2024
Keep up on the latest rules and regulations, or maintain an industry designation by earning continuing education credits.
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