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Webcast

The Secure Acts and Retirement Distribution Planning

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$98.00

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Without FlexCast, you must start with enough time to finish. (1 Hr/Credit)

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CPE Credits

2 Credits: Taxes
Course Level
Basic
Format
Webcast

Course Description

The topic of retirement planning presents a constantly changing set of rules, tax thresholds and concerns about future legislation. When must distributions be taken, who must take them, who can defer distributions and who may not are all discussed. What can be done if distributions are needed regardless of age? There may be penalties imposed. Multiple retirement planning issues are explored, particularly the distribution planning changes and challenges required by the Secure Acts 1.0 and 2.0.

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Learning Objectives

Upon successful completion of this course, participants will be able to:

  • Understand the impact of the Secure Acts 1.0 and 2.0 on retirement plan distribution requirements and decisions and how to avoid the traps
  • Address how persons can access their IRAs and other plans when needs arise
  • Advise clients as to what must be done with their retirement plans upon attaining age 73 as well as the best ways to minimize tax consequences when leaving retirement plan benefits to their heirs
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Course Specifics

Course ID
WC1824380468
Revision Date
April 10, 2024
Prerequisites

None

Advanced Preparation

None

Compliance Information

NASBA Provider Number: 103220
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-T-02473-24-O
IRS Federal Tax Law Credits: 2
CTEC Provider Number: 2071
CTEC Course Number: 2071-CE-2024
CTEC Federal Tax Law Credits: 2

CFP Notice: Not all courses that qualify for CFP® credit are registered by Western CPE. If a course does not have a CFP registration number in the compliance section, the continuing education will need to be individually reported with the CFP Board. For more information on the reporting process, required documentation, processing fee, etc., contact the CFP Board. CFP Professionals must take each course in it’s entirety, the CFP Board DOES NOT accept partial credits for courses.

CTEC Notice: California Tax Education Council DOES NOT allow partial credit, course must be taken in entirety. Western CPE has been approved by the California Tax Education Council to offer continuing education courses that count as credit towards the annual “continuing education” requirement imposed by the State of California for CTEC Registered Tax Preparers. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, by phone toll-free at (877) 850-2832, or on the Internet at www.ctec.org.

Meet The Experts

Steven G. Siegel, JD, LLM

Steven G. Siegel, JD, LLM, is president of The Siegel Group, which provides consulting services to attorneys, accountants, business owners, family offices, and financial planners. Based in Morristown, New Jersey, the Group provides services throughout the United States. Steven is the author of many books, including: The Grantor Trust Answer Book (2018 CCH); The Adviser’s Guide to Financial and Estate Planning(AICPA 2019); Federal Fiduciary Income Taxation (Foxmoor 2019); and Federal Estate and Gift Tax (Foxmoor 2016). He is also a co-author with Richard Oshins, Esq. of The Anatomy of the Perfect Modern Trust, Estate Planning Magazine January and February 2016. In conjunction with numerous tax-planning lectures he has delivered …

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