CU Webinar Webinars - Live

IRA Series: Final IRA RMD Regulations, Deadlines, Calculations, Reporting & More

January 21 | 3:00 pm - 4:30 pm ET
Category:
CU Webinar Webinars - Live
Contact: Lauren Simonds at lsimonds@mainecul.org

Do you know the ins and outs of the final RMD regulations that were issued last July?

With an effective date of 1/1/25, it’s a great time to assess whether your policies, processes, and personnel require changes to conform to the new regulations, deadlines, calculations, etc.
 
AFTER THIS WEBINAR YOU’LL BE ABLE TO:
  • List the IRA types to which RMDs apply
  • Recall the required beginning date for IRA owners
  • Explain how to arrive at the IRA balance for RMD calculation purposes
  • Name the table used for most RMD calculations – and the exception to the rule
  • Calculate required minimum distributions
  • Describe the statement and reporting requirements tied to required minimum distributions

Save when you buy the series!

For more information, including pricing and registration, click here.