Dealing with RMDs: How to Make the Most Out of Required Minimum Distributions

Available through November 19, 2015

Speaker: Leonard J. Witman, Esq.; President, Witman Stadtmauer P.A.

Click HERE to view the webcast outline!

RMD’s from Beginning to End – Required Minimum Distributions (RMDs) are a necessary but complicated aspect of retirement plan compliance and planning. This webcast will provide an overview of how these rules apply to both qualified plans and IRA’s, including the special rules for Roth accounts. Issues to be addressed include:

• When to begin distributions;

• Special rules for 5% owners and determining who qualifies;

• The impact of rollovers and transfers (including charitable transfers);

• Roth conversions;

• What to do if too little or too much is distributed; and

• After death distributions and the use of  “stretch” IRAs.

Learning Objectives:

• The basic rules of how, when and how much I must take minimum distributions from my qualified retirement plan and IRA.  

• Various planning techniques that can be utilized to minimize current and future taxation.

• Future considerations with respect to required minimum distributions.  Will they be delayed for those whose account balances are less than $100,000?  Will the stretch IRA disappear?  Will Roth IRA's be limited? 

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REGISTRATION

Recorded  – 11/19/2015

Registration for Recorded Webcast Includes:

• Unlimited viewings of the Webcast recording to play anytime before the one year expiration date 

• Webcast outline and any additional presentation materials

Recordings are available 72 hours after the live webcast takes place.

Webcast Package Pricing

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Methods of Registration

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CONTINUING EDUCATION INFORMATION

ASPPA Members

The webcast is designed to offer registrants 2 ASPPA CE credits.

Enrolled Actuaries

The webcast is designed to offer registrants 2 JBEA Non-Core CE credits for Enrolled Actuaries. The final decision as to the number and type of JBEA credits rests solely with the Joint Board for the Enrollment of Actuaries.

Enrolled Retirement Plan Agent (ERPA)

The webcast is designed to offer registrants 2 ERPA CE credits. The final decision as to the number of ERPA credits rests solely with the Internal Revenue Service.

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GENERAL INFORMATION

Cancellation Policy

All Webcasts are non-refundable. If you have registered for the live Webcast and are unable to attend, please email [email protected] and request to transfer your registration to the recorded version. This request must be made before the live Webcast takes place.

Disclaimer
The statements and materials presented on ASPPA webcasts are solely the opinions of the speakers and do not represent the opinion or the position of ASPPA. ASPPA assumes no responsibility for the content and materials presented by speakers during the webcast.
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ABOUT THE SPEAKER

Leonard J. Wittman, Esq.

Leonard J. Witman is a nationally-noted lecturer and author in the tax, estate and elder-law planning and deferred compensation fields.  He is the senior tax partner in the law firm of Witman Stadtmauer, P.A., located in Florham Park, N.J. Mr. Witman is a graduate of Rutgers College and New York Law School, and is a member of the New York and New Jersey Bars.  He is the New Jersey State Chair of the American College of Trust and Estate Counsel (ACTEC) and a Fellow of the American College of Employee Benefit Counsel. He serves as an adjunct professor of law at Seton Hall Law School and Rutgers University Graduate Business School. He formerly was a tax law specialist, instructor and lecturer with the Internal Revenue Service in the Employee Plans and Exempt Organizations Division.

Mr. Witman is a former Chairman of the New Jersey State Bar Association Taxation Committee. He has written extensively for many tax periodicals, including the Journal of Taxation, CLU Journal, Medical Economics, Prentice Hall, and CCH, and is the author of two books: Retirement Planning Techniques and Roth IRAs. In addition, he is a member of the editorial board of the Practical Accountant and is frequently quoted in financial columns in The New York Times, The Wall Street Journal, CNBC and on CBS News.  For the past two decades, he has been annually listed in “Best Lawyers of America”, “Best Lawyers in the New York Metropolitan Area” and an “N.J. Super Lawyer.”

QUESTIONS

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