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Who should attend Tax Issues With Retirement Plan Distributions
This one-day seminar is designed for attorneys, financial planners, CPAs, bankers, insurance professionals and trust officers.
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Tax Issues With Retirement Plan Distributions  

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This one-day seminar is designed for attorneys, financial planners, CPAs, bankers, insurance professionals and trust officers.

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Seminar Summary:

This seminar will cover such topics as reporting requirements for distributions, which distributions can be accepted as rollovers, treatment of plan loans and other irregular distributions, and much more. (see full course description)

 
 

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Training Course Syllabus:


You will benefit from this seminar if:

  • Your company offers a retirement plan to employees
  • Your institution acts as custodian or trustee of IRAs or qualified plans
  • You advise clients on when they have to remove funds, how long they can wait, and over what period they can take distributions.
  • You advise clients or prepare income tax returns, including reporting of taxable distributions or penalties for failing to comply with the rules
  • You advise clients on estate planning
  • You advise or assist clients in the areas of retirement planning

Seminar highlights:

  • Reporting requirements for distributions
  • Which distributions can be accepted as rollovers?
  • When distributions must be made
  • What methods of distribution are allowed?
  • How to designate distributions to a trust
  • Rules governing a charity as beneficiary
  • Plan distributions and the estate tax marital deduction
  • Considerations for the institution sponsoring an IRA account
  • Penalties for early withdrawal and late withdrawal
  • Treatment of plan loans and other irregular distributions
  • Ability of creditors to reach IRA or plan assets
  • How to evaluate a proposed QDROs

8:30 a.m. - 12:00 p.m. (Break 10:20 a.m. - 10:30 a.m.)

I. Definitions Necessary In Dealing With Distributions

II. Features Of IRA Accounts, ROTH IRAs And Various Retirement Plans

III. Tax Incentives Motivating The Establishment Of IRAs And Retirement Plans

IV. How Are Distributions Generally Taxed?

V. Forms Of Distribution

VI. Distributions In The Form Of Loans

VII. Hardship Distributions

VIII. Special Rules For 401(k) Distributions

IX. Rollover Distributions And Distributions That Are Eligible For Rollover

X. QDRO Distributions

XI. When Can Distributions Occur?

XII. Penalties For 'Premature' Distributions

XIII. Exceptions To The Rules On Premature Distributions

12:00 p.m. - 1:00 p.m.

Lunch (On Your Own)

1:00 p.m. - 4:30 p.m. (Break 2:50 p.m. - 3:00 p.m.)

XIV. Distributions To Married Participants

XV. When Must Distributions Begin?

XVI. Penalties For Failure To Commence Minimum Required Distributions

XVII. Required Distribution Upon Death Of Participant Before The Required Beginning Date

XVIII. Required Distribution Upon Death Of Participant After The Required Beginning Date

XIX. Estates, Trusts And Charitable Organizations As Beneficiaries

XX. Key Dates With Respect To Distribution Of Death Benefits

XXI. Checklist For Custodians, Plan Administrators, Financial Institutions And Plan Trustees

XXII. Special Issues Concerning The Surviving Spouse As Trusteee

XXIII. Estate Planning Issues Involving Plans, IRAs And Community Property Law

XXIV. Bankruptcy Issues And Plan Accounts/Distributions

XXV. Estate Planning For Minors Using Plan And IRA Accounts

XXVI. Marital Deduction Planning Using Plan And IRA Accounts

XXVII. Post-Mortem Planning Using IRAs And Plan Accounts

Seminar Summary:

This seminar will cover such topics as reporting requirements for distributions, which distributions can be accepted as rollovers, treatment of plan loans and other irregular distributions, and much more. (see full course description)

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