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.
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Why Lorman?
Over 34 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
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?
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Why Lorman?
Over 34 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Credits
OnDemand Course
This course was last revised on May 26, 2020.
Call 1-866-352-9540 for further credit information.
This program does NOT qualify, nor meet the National Standard for NASBA accreditation.
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Why Lorman?
Over 34 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Faculty
Robert J. Lowe
Mitchell Silberberg & Knupp LLP
- Partner in the Los Angeles office of Mitchell Silberberg & Knupp LLP
- Heads the employee benefits and executive compensation practice
- Practice includes all areas of employee benefits and executive compensation including: qualified and nonqualified retirement plans; multiemployer pension and health plans; benefit plan issues in mergers and acquisitions; benefit plan investments in venture capital and real estate; equity incentive and nonqualified deferred compensation plans; group health plans including cafeteria plans and COBRA; benefit plans and executive compensation arrangements for employees of tax-exempt entities; income and estate tax planning for receipt of large distributions from retirement plans; and negotiating and drafting executive employment agreements
- Has written many articles and speaks frequently on employee benefits issues
- Law degree, University of California, Berkeley (Boalt Hall); undergraduate degree, State University of New York at Binghamton
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Why Lorman?
Over 34 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
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