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Most Tax Advantaged Ways of Getting Money Out of Your IRA or Pension Plan (GMOI)
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The ability to advise clients about the tax consequences of taking distributions from IRAs and qualified plans is invaluable to a tax practitioner. This is particularly valuable for those practitioners who advise clients about making withdrawals from their retirement accounts before reaching age 59 ½.

9/20/2017
When: Wednesday, September 20, 2017
6:00:00 PM - 8:00:00 PM
Where: Webinar/Webcast
United States
Presenter: Mike Tucker, Ph.D., LL.M., J.D., CPA
Contact: April Deneault
801-466-8022


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Description:

The ability to advise clients about the tax consequences of taking distributions from IRAs and qualified plans is invaluable to a tax practitioner. This is particularly valuable for those practitioners who advise clients about making withdrawals from their retirement accounts before reaching age 59 ½. If you attend, you will learn about the consequences of taking “early” distributions from retirement accounts, and the benefits of taking substantially equal periodic payments and associated tax consequences.

Subjects:

  • The general tax rules regarding IRA distributions to owners
  • When and how an IRA owner can tap his or her IRA early with no penalties  by receiving substantially equal periodic payments from such accounts
  • The tax treatment of substantially equal periodic payments.
  • Penalties for failure to substantially equal periodic payments for the minimum required period
  • How the payment amount is calculated

Objectives:

  • Advise clients with respect to the tax rules relating to taking substantially equal periodic payments from their IRAs
  • Assist clients who wish to take substantial equal periodic payments from their IRAs to make sure that the distribution has the intended tax consequences and characteristics

Design For:

Any tax practitioner who wishes to understand the tax rules regarding substantially equal periodic payments from an IRA; Any tax practitioner with a client who is considering taking an early distribution from an IRA or qualified plan

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