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.

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

Who will benefit:

CPAs and members in industry seeking an in-depth review of required minimum distribution rules.

This webcast is hosted on CPA Crossing platform. Attendees will receive instructions on how to attend the webcast via e-mail.