Retirement Plan Distributions

Overview

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Highlights

• Surviving spouse distribution rule updates
• RMDs required after owner's death
• Beneficiaries named by will or trust

Objectives

• Determine when a surviving spouse should roll over an inherited account and when to wait.
• Recognize new planning opportunities for disabled and chronically ill beneficiaries.
• Identify what required minimum distribution rules apply to an inherited account.

Notice

This is a self-study/on demand course offered by a 3rd party vendor and will NOT be accessible in the My Upcoming CPE section of the ISCPA website. Course access information will be emailed directly to you by CalCPA. The course expires one year from the purchase date. Format = Online Self-Study.