Join this webcast on RMDs and rollover strategies, covering advanced planning, common pitfalls, and practical steps to help clients reduce taxes and optimize retirement income.
DESIGNED FOR
- Tax professionals who serve individual clients
- CPA financial planners and other professional financial planners
- Practitioners who provide tax, retirement, estate, investment, and/or risk management planning services
BENEFITS
- Determine the current IRS rules and regulatory updates governing required minimum distributions (RMDs) and rollover eligibility.
- Analyze client scenarios to determine when rollover strategies, including partial rollovers and Roth conversions, may produce tax‑efficient outcomes.
- Apply how RMD and rollover decisions integrate with a client’s broader retirement, estate, and tax‑planning objectives, and recommend appropriate planning approaches.
HIGHLIGHTS
- Advanced rollover strategies and Roth conversion planning
- Coordinating RMDs across multiple account types
- Integrating distribution decisions into retirement and estate planning
PREREQUISITES
Basic understanding of investment principles and knowledge of tax implications of holding investments in taxable accounts