Show navigation

Available in:

MP3 Download
OnDemand Course

Required Minimum Distributions After the SECURE Act and the CARES Act

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.

Runtime: 56 minutes
Purchase Options

More Program Information

Why Lorman?

Over 33 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?
Purchase Options

More Program Information

Why Lorman?

Over 33 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

MP3 Download

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

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.

Purchase Options

More Program Information

Why Lorman?

Over 33 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

Robert J. Lowe

Mitchell Silberberg & Knupp LLP

  • Partner, Mitchell Silberberg & Knupp LLP
  • Practice emphasizes on all aspects of employee benefits and executive compensation including qualified and nonqualified retirement plans, group health plans, multi-employer pension and health plans, benefit plan issues in mergers and acquisitions, benefit investments in venture capital and real estate, equity incentive and nonqualified deferred compensation plans, and tax planning for distributions from retirement plans and IRAs
  • Focuses on benefit plans and executive compensation arrangements for employees of tax-exempt entities, and income and estate tax planning for receipt of large distributions from retirement plans and negotiation and drafting executive employment agreements
  • Recognized by Best Lawyers in America¬© in employee benefits (ERISA) law, 2009-2020; Top 5% of lawyers in Southern California, Southern California, Southern California Super Lawyers, 2007-2017; and has achieved the highest rating in the Martindale-Hubbell Law Directory
  • Frequently speaks and writes on labor and employment topics
  • J.D. degree, University of California, Berkeley School of Law; B.S. degree, Binghamton University, State University of New York
Purchase Options

More Program Information

Why Lorman?

Over 33 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.

All of your training, right here at Lorman.

Pay once and get a full year of unlimited training in any format, any time!

  • Live Webinars
  • OnDemand Webinars
  • MP3 Downloads
  • Course Manuals
  • Audio Recordings*
  • Executive Reports
  • White Papers and Articles
  • Sponsored Live Webinars

Additional benefits include:

  • State Specific Credit Tracker
  • Members Only Newsletter
  • All-Access Pass Course Concierge

* For audio recordings you only pay shipping

Questions? Call 877-296-2169 to speak with a real person.

Sign Up Today
With This Course

Access to all training products for one year
$699/year

Unlimited Lorman Training

With the All-Access Pass there is no guessing what you will need for your yearly training budget. $699 will cover all of your training needs for an entire year!

Easy Registrations

Once you purchase your All-Access Pass you will never be any further than one-click away from attending any Lorman training course.

Invest in Yourself

You haven't gotten to where you are professionally by luck alone; it's taken a lot of hard work and training. Invest in yourself with the All-Access Pass.

Product ID: 407743
Published 2020
Purchase Options

Available in Multiple Formats

Purchase this course and learn on your schedule!