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Event Information

Retirement Distributions: Planning Options | 4201430A STARTS AT 6:30 AM PDT
Date: August 31, 2020
Event Start time: 6:30 AM   End time: 2:00 PM
Location: Webcast

Facility: Webcast Event


Member:       $289
Nonmember: $389

CPE Credits:

8.00 CFP: Certified Financial Planner Technical
8.00 CPE: Continuing Professional Education Technical
5.00 CTEC-TX: CTEC - Federal Tax Law Hours Technical
5.00 IRS-TX: IRS Federal Tax Update Technical
6.50 MCLE LS-EP: Legal Specialization-Estate Planning Technical
6.50 MCLE: MCLE Technical


Retirement accounts are a critical asset. Go beyond calculations. Learn to provide retirement planning.

Beneficiary rules are changing. Improper choices and faulty distribution calculations can result in penalties or unnecessary taxes. Changes that affect late rollovers and relief for those in disaster areas show that the law is dynamic and updates are necessary.

Course materials contain new regulations governing plan distributions and copies of all appropriate IRS forms and rulings, updated with the latest cases, rulings, regulations and legislation.


  • Recognize key income and penalty tax issues in connection with retirement distributions.
  • Determine how the death of an owner or beneficiary affects distribution calculations.
  • Identify the pros and cons of various beneficiary choices to assist your client in selecting the best options.

Major Subjects:
  • Roth IRA: The right choice?
  • Income tax treatment of distributions from qualified plans of all types.
  • Relief for late rollovers and disaster victims.
  • Strategies for distributions before age 59.5.
  • Laws, regulations and IRS rulings concerning plan distributions.
  • Avoiding the 50 percent penalty on deficient distributions.
  • Integration of estate planning with distribution decisions.
  • Surviving spouse opportunities and dilemmas.
  • Self-directed IRA investment problems.

Level of Difficulty:

Field of Interest:


Experience in individual tax preparation and planning and general knowledge of retirement plans.


Designed For:

CPAs, tax professionals, financial planners, attorneys and investment advisers.


Advanced Prep:



Event Notes:
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