CPE Course Surgent's 2021 IRA and Retirement Plan Changes and Planning On-Demand Webcast

Location Webinar

Member Price $75.00
Non-member Price $105.00

Curriculum Taxation

Field of Interest

Level Intermediate

Designed For

Tax professionals advising clients on qualified plans and IRAs

Objective

  • Effectively advise clients on changes to retirement plans and IRAs

Highlights

  • SECURE Act changes for 2020 and after
  • SECURE Act 10-year RMD rule for designated beneficiaries
  • Distinguishing between eligible designated beneficiaries and ineligible beneficiaries under the SECURE Act
  • Elimination of the age cap for IRA contributions
  • Amending retirement plans to allow for coronavirus-related distributions and loans
  • Distribution options for spousal beneficiaries
  • Expiration of option to take a coronavirus-related distribution
  • Repayment of coronavirus-related distributions
  • Additional year for repayment of loans from eligible retirement plans

Instructors

Prerequisites

Familiarity with individual income tax rules

Developer

Surgent McCoy CPE, LLC

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