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Everything You Ever Wanted to Know About Lifetime RMDs... And More

 Wed, 08/14/2019 from 1:00 pm to 2:15 pm
20 / 2-90908
Registration Status: CLOSED -- Please contact the VSCPA at [email protected] or (800) 733-8272 for availability.
Member Price
$79.00 Regular Registration
Your Price
$99.00 Regular Registration
Designed For:

CPAs - Tax professionals - Financial planners - Other qualified professionals


Basic knowledge of tax compliance and planning concepts

A sound understanding of the required minimum distribution (RMD) rules by advisors is a necessity, as RMDs are one aspect of retirement distribution planning that impacts nearly all clients at one point or another. Add to that the mass of Baby Boomers - the first of which are now 70 « - who need RMD help and it's easy to see a golden opportunity awaits the educated advisor. Sadly though, evidence shows that most advisors vastly overestimate their knowledge of core RMD rules, which can lead to disastrous consequences. In this webcast, you will learn about RMDs from the "ground up" to ensure you can give sound advice for years to come. Special focus will be paid to the intricacies and nuances of this deceivingly complex aspect of the law so that you can help clients correct mistakes that have already occurred and avoid others before they even happen.

Delivery Method: Individual webcast
Program Level: Intermediate

This course is being offered by a 3rd party vendor and will not be accessible on your My CPE page. Webinar access information will be emailed directly to you by AICPA.

The Virginia Society of CPAs (VSCPA) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: NASBARegistry.org.

For more information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call (800) 733-8272.