CPE & Events Catalog
Tax Implications of Retirement Plan Distributions
This session will address the complex rules of retirement distributions, review key provisions of the SECURE Act 2.0, and provide practical strategies of maximizing tax benefits for your client.
This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Highlights
The major topics that will be covered in this course include:
- Required minimum distributions for a deceased’s heirs
- 2025 retirement plan contribution limits
- Required minimum distributions and contributions to charity
- Key provisions of Secure Act 2.0
Field of Study: Auditing
Advanced Prep
None
Who Should Attend
CPAs and members in industry seeking an in-depth review of required minimum distribution rules.
Required Knowledge
Basic working knowledge of individual and business taxation.
