IRA Operations Update 2023
Presented by
Deborah Crawford
Recorded on April 21, 2023
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During the last few years we have had the Secure Act 1.0 and Secure Act 2.0 and new regulations on RMDs and Inherited IRAs. Plus, we have a myriad of new exceptions to the 10% penalty. Learn how to manage the paperwork and reporting for these complex distribution rules.
Program Highlights:
-Required Minimum Distribution Age changes
-Charitable Distributions
-Managing Inherited IRAs with new regulations
Designated Beneficiaries
Nondesignated Beneficiaries
Eligible Designated Beneficiaries
Trusts As Beneficiary
-Reporting on the 1099R and 5498 Update for 2023
-Handling amendments and changes
-New W-4R Form and Withholding
-Repayments and Postponed contributions
-IRS withholding on escheatments
-IRS tax levies on IRAs
-Inherited IRAs and Bankruptcy
-And much much more
What you will receive:
600+ IRA Handbook
Deborah Crawford
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RMD
Questions and Answers