Events

NEW RMD RULES ARE HERE: Highlights, Explanations & Opportunities with Ed Slott & Company

November 7, 2024 | 8:00 – 10:00 AM
Virtual Event Via Zoom

2 Continuing Education Credit Hours via Zoom
For CPAs, Enrolled Agents & Registered Tax Preparers

CLICK HERE TO REGISTER

 

More than 4 years after the SECURE Act took effect, the IRS has issued final required minimum distribution (RMD) regulations, providing much-needed clarity on these complex tax rules. At the same time, the IRS also issued proposed regulations for SECURE 2.0. Join three of Ed Slott & Company’s key IRA Experts – Sarah Brenner, JD; Andy Ives, CFP®, AIF®; and Ian Berger, JD – who will provide valuable, all-new practical examples of how the new SECURE Act and SECURE 2.0 regulations will affect you and your beneficiaries.

CE-RELATED COURSE INFORMATION

The SECURE Act completely upended the IRA and 401(k) post-death payout rules by eliminating the stretch for many beneficiaries and replacing it with a 10-year rule. To make matters worse, in 2022 the IRS took the position that many beneficiaries also must take annual RMDs within the 10-year period. Despite considerable opposition, the IRS stuck to its guns in the final regulations and retained this controversial annual RMD rule.

You have to thoroughly understand these new rules to help your clients make sure they are withdrawing the correct RMD amount. There is a 25% penalty for missed RMDs, but many tax professionals are still not up-to-speed on these latest rules!

This 2-hour virtual program will go in-depth on the payment rules for beneficiaries under the new IRS regulations. But that’s only part of what’s in the IRS guidance. The IRS finally explained infamous section 327 of SECURE 2.0, which totally changed the payout rules for surviving spouse IRA and 401(k) beneficiaries. The regs also provide helpful relief in several areas that can benefit your clients, such as year-of-death RMDs, trusts as IRA beneficiaries, and IRA documentation requirements. The IRS even completely eliminated an outrageous rule that applied when certain beneficiaries inherit from a younger account owner.

 

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Fidelity Institutional℠ provides a comprehensive clearing and custody platform, brokerage services, trading capabilities, and practice management and consulting to registered investment advisers (RIAs), including strategic acquirers and professional asset managers, as well as retirement recordkeepers, broker-dealer firms, banks, and insurance companies through National Financial Services LLC (NFS) or Fidelity Brokerage Services LLC, Members NYSE, SIPC. In addition to providing services to third-party institutions, the NFS brokerage platform supports all the clearing and custody businesses at Fidelity, including Fidelity’s retail and capital markets businesses, bringing NFS assets under administration to more than $4 trillion as of 09/30/21.

Fidelity Investments and Fidelity Institutional® (together “Fidelity”) is an independent company, unaffiliated with BrutonChisnell Advisors LLC (BCA). Fidelity is a service provider to BCA. There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity, nor is such a relationship created or implied by the information and content herein. Fidelity Institutional provides clearing, custody, or other brokerage services through National
Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 979899.2.0

*There are no prerequisites or advanced preparation required for this group internet-based workshop. The program level is beginner. Ed Slott and Company is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

**IRS – course is approved for Enrolled Agents (EA) and Return Preparers (OTRP) for (Federal Tax Law / Federal Tax Related)

Bruton Chisnell Advisors, LLC, Bruton Chisnell Partners, LLC, Ed Slott & Company, and Fidelity are separate entities from Valmark Securities, Inc.