Member: $530
Non-Member: $730
Speaker: Debbie Crawford, gettechnical, inc
This recording is from a 1-day instructor led program held on October 20th via Zoom. Recordings are 4 MP4 links. Electronic materials will be sent as well.
The IRA Advanced class is designed for those who need information on what is new and changed in IRAs. We also include a review of products and compliance issues. While not designed for those who are new to IRAs, it does include enough basics to get you started and focuses on those areas that change each year.
Topics include:
- New life expectancy tables
- Product update and review of changes
- Premature distributions
- Exceptions to the 10% penalty
- Annuity distributions
- Tax levies on IRAs
- Transfers and rollovers after 72
- Calculations & issues
- Waivers
- Charitable contributions
- Death distributions - 10 year rule for non-spouse beneficiaries
- Primary vs. continent beneficiaries
- Treating an IRA as spouse’s own
- Inheriting an IRA
- Successor beneficiaries, disclaimers and calculations
- Special topics
- Recharacterizations
- Conversions and reconversions
- Revocations
- Excesses
- Compliance, auditing and reporting
- Other changes from the SECURE ACT