Hot Topic: Keeping up with Required Minimum Distributions (2 CE)
Speaker: Allan (AJ) Reynolds, EA & Beth Logan, EA CE: 2 IRS/CTEC Price: Free for Members | $120 Nonmembers SECURE 1.0 and 2.0 brought many changes to RMDs. Our clients cannot keep retirement funds in their accounts indefinitely. This class will explore the RMD rules relating the various types of retirement accounts such as Traditional, SEP, SIMPLE IRAs. 401(k), 403(b) accounts. ROTH account rules pertaining RMDs. Each of these accounts...






















