Events

THE NEW RMD RULES: All New IRA Estate Planning RMD issues that must be addressed now! with Ed Slott & Company

OCTOBER 27, 2022 | 8:00 – 10:00 AM
Virtual Event Via Zoom

2 Continuing Education Credit Hours via Zoom
For CPAs, Enrolled Agents & Registered Tax Preparers

CLICK HERE TO REGISTER

Join three of Ed Slott & Company’s key IRA Experts – Sarah Brenner, JD; Andy Ives, CFP®, AIF®; and Ian Berger, JD – who will provide valuable, all-new examples on how the SECURE ACT’s and IRS’s new RMD rules will apply to every type of retirement account beneficiary.

 

CE-RELATED COURSE INFORMATION

The SECURE Act has eliminated the stretch IRA for may beneficiaries, and your clients will need solutions. Every IRA and company plan is being affected. The new post-death payout rules could have a significant negative tax impact on the plans your clients have made for their retirement savings.

This 2-Hour Virtual Program includes:

• Learning about the SECURE Act’s RMD rules for 2020 and beyond

• Identifying the 3 categories of beneficiaries after the SECURE Act

• Understanding the impact of the new IRS RMD rules on all categories of beneficiaries

• Exploring practical examples of how the RMD rules will work for every type of beneficiary.

• Learning about the BIG new RMD problem! – The ALAR Rule (at least as rapidly rule)

• Understanding why the RBD (required beginning date) is now a really BIG deal!

• Strategies to help your clients properly handle:
  > Identifying clients that will need to update their IRA estate plans
  > Finding planning strategies to attract & serve those with large IRAs
  > Learning why most IRA trusts won’t work anymore
  > Explaining why Roth IRA conversions are more valuable than ever
  > How to plan for beneficiaries who are disabled or chronically ill
  > And much more!

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Fidelity Institutional℠ provides a comprehensive clearing and custody platform, brokerage services, trading capabilities, and practice management and consulting to registered investment advisers (RIAs), including strategic acquirers and professional asset managers, as well as retirement recordkeepers, broker-dealer firms, banks, and insurance companies through National Financial Services LLC (NFS) or Fidelity Brokerage Services LLC, Members NYSE, SIPC. In addition to providing services to third-party institutions, the NFS brokerage platform supports all the clearing and custody businesses at Fidelity, including Fidelity’s retail and capital markets businesses, bringing NFS assets under administration to more than $4 trillion as of 09/30/21.

Fidelity Investments and Fidelity Institutional® (together “Fidelity”) is an independent company, unaffiliated with BrutonChisnell Advisors LLC (BCA). Fidelity is a service provider to BCA. There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity, nor is such a relationship created or implied by the information and content herein. Fidelity Institutional provides clearing, custody, or other brokerage services through National
Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 979899.2.0

*There are no prerequisites or advanced preparation required for this group internet-based workshop. The program level is beginner. Ed Slott and Company is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

**IRS – course is approved for Enrolled Agents (EA) and Return Preparers (OTRP) for (Federal Tax Law / Federal Tax Related)

Bruton Chisnell Advisors, LLC, Bruton Chisnell Partners, LLC, Ed Slott & Company, and Fidelity are separate entities from Valmark Securities, Inc.