Denise Appleby- Author, Speaker on IRAs & Employer Retirement Plans; Consultant, and Trainer of Choice for Financial and Tax Professionals
The CARES Act allowed owners of IRAs and employer-sponsored retirement plans to take coronavirus-related distributions and plan loans in 2020. For 2021 and after, required minimum distributions (RMDs) are once more required. The distribution rules that applied to the beneficiaries of IRAs and employer plans changed with the enactment of the SECURE Act, limiting the distribution options starting with beneficiaries who inherited IRAs in 2020. This program will review many important SECURE Act changes that take effect in 2021, as well as the new rules for restarting RMDs.
Any tax practitioner advising clients with respect to IRAs and qualified plans
Knowledge of individual income tax rules
Varies by state. Check https://www.allstartax.com/course-details?sku=IRCP-2021-01-BDCSW-265-01
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