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IRA Required Minimum Distributions


Dec. 14, 2017

Recorded Online


Required minimum distributions (RMDs) make up a large part of your IRA services and will continue to increase as baby boomers age.

This webinar discusses all RMD rules, including calculations, excess accumulations, and reporting, along with valuable new guidance.

Learning objectives:

  • Recall a financial organization's role regarding RMDs
  • Describe the excess accumulation penalty tax
  • Identify the date by which RMDs must begin
  • Understand the difference between the Uniform Lifetime and Joint Life Expectancy tables
  • Calculate RMDs
  • Report RMD information to the IRS and IRA owner

Continue by clicking on the following link:

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