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Table of Contents
Table of Contents
Required Minimum Distributions (RMDs) are mandatory withdrawals from tax-deferred retirement accounts that, if mishandled, can trigger severe penalties and derail retirement income strategies.
What You Will Learn
- 1 Learn RMD fundamentals, history, and governing regulations
- 2 Understand how to compute RMDs using IRS Uniform Lifetime Table and other life expectancy factors
- 3 Analyze beneficiary distribution options for inherited retirement accounts
- 4 Apply tax strategies to minimize the impact of RMDs on adjusted gross income
- 5 Implement aggregation rules for multiple IRAs and qualified plans
- 6 Explore special asset treatments including QLACs and annuity-based RMDs
- 7 Recognize penalty triggers and procedures for requesting penalty waivers
- 8 Differentiate Roth IRA RMD rules and conversion implications
- 9 Develop estate planning approaches using Qualified Charitable Distributions and trust beneficiaries
- 10 Evaluate regulatory changes from the SECURE Act and proposed future reforms
What's Included
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Required Minimum Distribution