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Pentegra
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Relationship Manager for Defined Benefits Daybright Financial
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The MandMarblestone Group, llc
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IRA Required Minimum DistributionsAscensus |
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Nov. 5, 2026 2:00 p.m. ET Webinar |
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RMD rules changed recently resulting from the SECURE Act, the CARES Act, and most recently the new life expectancy tables. RMDs make up a large part of most financial organizations’ IRA administration services and will continue to increase as baby boomers age. Attend this course to ensure that your organization is handling RMDs according to the most current rules. Course topics include RMD calculations, excess accumulation penalty taxes, financial organization responsibilities, and reporting. |