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Take advantage of ICBA webinars, seminars, and other events to help you stay ahead of the competition. We offer a variety of courses to fit every need and schedule.
Start: April 08, 2025 12:00 AM CST
Finish: April 08, 2025 12:00 AM CST
Recent changes to Required Minimum Distribution (RMD) rules, stemming from the SECURE Act, the CARES Act, and the updated life expectancy tables, have significantly impacted IRA administration. As RMDs become an increasingly important part of financial organizations’ services, particularly as the baby boomer generation ages, it is essential to stay up to date with the latest regulatory changes.
This course will ensure your organization is compliant with current RMD rules, covering topics such as RMD calculations, penalties for excess accumulation, financial organization responsibilities, and reporting requirements.
Learning Objectives:
Master the rules and requirements of Required Minimum Distributions (RMDs).
Calculate RMDs, excess accumulation penalties, and understand reporting and organizational responsibilities.
Review and optimize your RMD procedures to ensure ongoing compliance.
Duration: 60 minutes
Recent changes to Required Minimum Distribution (RMD) rules, stemming from the SECURE Act, the CARES Act, and the updated life expectancy tables, have significantly impacted IRA administration. As RMDs become an increasingly important part of financial organizations’ services, particularly as the baby boomer generation ages, it is essential to stay up to date with the latest regulatory changes.