The program will cover the rules and planning techniques regarding retirement plan distributions. This will include, but will not be limited to, general retirement plan concepts, income and estate tax issues, lifetime required minimum distribution rules, inheriting a retirement plan, the minimum distribution rules associated with inheriting a retirement plan, post-mortem planning, using trusts as part of the planning process and how this area of the law would be impacted by the Secure Act if passed.
HIGHLIGHTS
THERE IS NO CALL-IN OPTION FOR THIS MEETING
If you can't attend in person, you can watch the speaker presentations via live stream. There is no charge to attend, and you will receive two CPE credits. Select the "Virtual" option when registering.
COURSE LEVEL
Basic
ADDITIONAL NOTES
If you registered as a "virtual" attendee, the link will be available on your
My Events page approximately 30 minutes prior to the start.
To access handouts, please visit your My Events page. Handouts are added as received - remember to check back for updates.
Help Feed Those in Need- The NJCPA Emerging Leaders Council is hosting a Food Drive to benefit the Community FoodBank of New Jersey. Please bring your nonperishable items and canned goods to this event. Peanut butter and tuna fish are always needed.