Register Online - Add to Cart
Product ID: 407743EAU
 
Credit & Course Provided by:

Required Minimum Distributions After the SECURE Act and the CARES Act

OnDemand Webinar (56 minutes)

Gain an understanding of the new RMD rules due to the SECURE Act.For decades the rules requiring minimum distributions from retirement plans and IRAs were largely unchanged. However, in the last year two new statutes and new IRS regulations have substantially changed these rules. These changes impact the retirement planning and estate planning of everyone who participates in a retirement plan or IRA. If you participate in a retirement plan or IRA or advise clients or employees who do, you need to understand how these rules have changed.

Authors

Robert J. Lowe, Mitchell Silberberg & Knupp LLP

Agenda

How Did the SECURE Act Change the Rules for Required Minimum Distributions (RMDs)?

• Changing the Start Date for Required Minimum Distributions From Age 70 1/2 to 72

• Ending the Stretch-out and Limiting Most Distributions to Beneficiaries to 10 Years

• Why Many Trust Provisions Will Now Have to Change

• When Do Roth IRA Conversions Make Sense?

How Did the IRS Change the Rules for RMDs?

• How Did the IRS Change the Tables for Computing RMDs?

• When Do the New Tables Become Effective?

How Did the CARES Act Change the Rules for RMDs?

• Waiver of RMDs for 2020

• If I Already Took My 2020 RMD, Can I Pay It Back?

• How Are Future RMDs Affected?