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Monday, July 22  |  1:00 p.m. - 2:40 p.m.  |  Concurrent Session

Wednesday, July 24  |  10:25 a.m. - 12:05 p.m.  |  Concurrent Session

Rethinking RMDs

2 CPE for AFSP, EA, CFP®, CPA, CRTP     

Passage of the SECURE Act in 2019 increased the age when account owners must begin taking RMDs from their retirement accounts. The act also significantly changed the distributions rules for some beneficiaries. In 2022, The SECURE Act 2.0 further raised the RMD age for some account owners, reduced the penalty for missed RMDs and provides an alternative to a spousal rollover of an inherited retirement account. 

Upon completion of this session, you will be able to:

  • Determine when an account owner must begin taking RMDs 

  • Calculate the RMD for account owners and beneficiaries  

  • Review which accounts can be aggregated when calculating the RMD 

  • Summarize how to request a waiver of the penalty for missed RMDs 

  • Discuss distributions options for beneficiaries of inherited retirement accounts 

  • Explore options for the surviving spouse beyond treating the account as their own 

CPE information
Duration: 100 minutes
Course level: Intermediate
Prerequisite: Basic understanding of the taxation of retirement benefits
Advanced preparation: None
Delivery method: Group Live

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