Managing RMDs for Inherited Retirement Accounts 2.5 Credits 2.5 Credits
Compliance Guidance for Non-Trust IRA Beneficiaries
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Have you recently inherited a retirement account or worked with clients who have? Are you confident navigating the complex RMD rules post-SECURE Act 1.0 and 2.0? Inheriting an IRA or 401(k) isn’t just about receiving funds—it’s about understanding legal timelines, tax obligations, and planning strategies that can have long-term implications.
This CE course breaks down everything you need to know about Required Minimum Distributions (RMDs) for inherited accounts, focusing on non-trust beneficiaries. With major updates and shifting interpretations in recent years, it’s critical to stay informed. This course walks through the foundational legislation, IRS final and proposed regulations, and the many "what if" scenarios beneficiaries might face. We’ll explain how distribution options differ based on beneficiary classifications and how to strategically plan withdrawals while staying compliant.
Major Topics:
By the end, you'll know how to handle inherited retirement accounts with confidence and clarity—whether it’s for yourself or your clients. Don’t miss this opportunity to simplify complex rules and avoid costly mistakes. Join the CE course and take the confusion out of compliance.
| License details | Credits | Status |
|---|---|---|
| Taxes for Certified Public Accountants (CPA-US) | 2.5 CPE | Approved |
| Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02535-25-S) | 2 CE | Approved |
| Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02535-25-S) | 2 CE | Approved |
| Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02061) | 2 CE | Approved |
| Taxes for Personal Financial Specialist (PFS) | 2.5 CPD | Eligible |
| Retirement Savings and Income Planning for Certified Financial Planner (CFP-US) (Approval No. 337485) (Valid upto : Dec 31, 2025) | 2.5 CE | Approved |
| Taxes for Chartered Financial Analyst (CFA) | 2.5 PL | Eligible |
| Taxes for Delaware Licensed Public Accountant (DE-LPA) | 2.5 CPE | Eligible |
| Taxation for Chartered Financial Consultant (ChFC) | 2.5 CE | Eligible |
| Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02535-25-S) | 2 CE | Approved |
| Taxes for Certified Wealth Strategist (CWS) | 2.5 CE | Eligible |
| Trust and Estate Practitioners (TEP) | 2.5 CPD | Eligible |
| Taxes for Certified Fiduciary and Investment Risk Specialist (CFIRS) | 2.5 CE | Eligible |
| Taxes for Retirement Income Certified Professional (RICP) | 2.5 CE | Eligible |
| Federal tax-related matters for LTC (Approval No. GEHNZ-T-02535-25-S) | 2 CE | Approved |
| Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) | 2.5 CE | Eligible |
| Taxes for Wealth Management Certified Professional (WMCP) | 2.5 CE | Eligible |
| Taxes for Financial Services Certified Professional (FSCP) | 2.5 CE | Eligible |
| Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02535-25-S) | 2 CE | Approved |
| Taxes for Iowa Licensed Public Accountant (IA-LPA) | 2.5 CPE | Eligible |
| Taxes for Maine Licensed Public Accountant (ME-LPA) | 2.5 CPE | Eligible |
| Taxes for Chartered Advisor in Senior Living (CASL) | 2.5 CE | Eligible |
| Taxes for Chartered Special Needs Consultant (ChSNC) | 2.5 CE | Eligible |
| Taxes for CIPM | 2.5 PL | Eligible |
| License details | Credits | Status |
|---|---|---|
| Taxes for Certified Public Accountants (CPA-US) | 2.5 CPE | Approved |
| Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02535-25-O) | 2 CE | Approved |
| Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02535-25-O) | 2 CE | Approved |
| Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02061) | 2 CE | Approved |
| Taxes for Personal Financial Specialist (PFS) | 2.5 CPD | Eligible |
| Retirement Savings and Income Planning for Certified Financial Planner (CFP-US) (Approval No. 337485) (Valid upto : Dec 31, 2025) | 2.5 CE | Approved |
| Taxes for Chartered Financial Analyst (CFA) | 2.5 PL | Eligible |
| Taxes for Delaware Licensed Public Accountant (DE-LPA) | 2.5 CPE | Eligible |
| Taxation for Chartered Financial Consultant (ChFC) | 2.5 CE | Eligible |
| Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02535-25-O) | 2 CE | Approved |
| Taxes for Certified Wealth Strategist (CWS) | 2.5 CE | Eligible |
| Estate Planning for Trust and Estate Practitioners (TEP) | 2.5 CPD | Eligible |
| Taxes for Certified Fiduciary and Investment Risk Specialist (CFIRS) | 2.5 CE | Eligible |
| Taxes for Retirement Income Certified Professional (RICP) | 2.5 CE | Eligible |
| Federal tax-related matters for LTC (Approval No. GEHNZ-T-02535-25-O) | 2 CE | Approved |
| Retirement Planning for Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) | 2.5 CE | Eligible |
| Taxes for Wealth Management Certified Professional (WMCP) | 2.5 CE | Eligible |
| Taxes for Financial Services Certified Professional (FSCP) | 2.5 CE | Eligible |
| Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02535-25-O) | 2 CE | Approved |
| Taxes for Iowa Licensed Public Accountant (IA-LPA) | 2.5 CPE | Eligible |
| Taxes for Maine Licensed Public Accountant (ME-LPA) | 2.5 CPE | Eligible |
| Taxes for Chartered Advisor in Senior Living (CASL) | 2.5 CE | Eligible |
| Taxes for Chartered Special Needs Consultant (ChSNC) | 2.5 CE | Eligible |
| Taxes for CIPM | 2.5 PL | Eligible |
Credits
2.5
Credits
2.5
Course Level
Basic
Instructional Method
QAS Self Study
Group Internet Based
Pre-requisites
None
Advance Preparation
None
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.com.
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC, is an approved Continuing Education (CE) provider registered with the Certified Financial Planner (CFP) Board (Provider Number - 8061). CE credits are granted based on a 50-minute hour, in accordance with the standards set by the CFP Board. Please note that the CFP Board has the final authority on the acceptance of individual courses for CE credit.
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor Id#: GEHNZ) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering aintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary.
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC, in accordance with the standards set forth in Circular 230 section 10.6, grants Continuing Education (CE) credits based on a 50-minute hour. MY-CPE LLC is approved by the California Tax Education Council (CTEC) (Provider Number – 6273) to offer continuing education courses that count towards the annual continuing education requirement for CTEC Registered Tax Preparers. Additional information regarding registration as a tax preparer can be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, toll-free at (877) 850-2832, or by visiting www.ctec.org.
Need to meet your Enrolled Agent (EA) Continuing Education (CE) requirements? MYCPE ONE has you covered. Our Online EA CE courses make it easy to earn credits while expanding your expertise in tax regulations and practices. Stay ahead with the latest updates and in-depth insights designed to keep you at the top of your field. With flexible scheduling and a user-friendly platform, MYCPE ONE offers a convenient, interactive learning experience. Start advancing your career today!
Dan is an experienced financial professional based in Chicago, IL. He currently serves as an internal consultant and advanced planning advisor for a large nationwide registered investment advisory firm, where he provides specialized consulting services for advisors with complex client cases and practice management issues. He also develops and delivers internal training for advisors across the firm.
In addition to his consulting role, Dan is the founder of Principles Financial Consulting, LLC, offering specialized consulting to private advisors and developing educational webinars and content for financial education providers. He is also a part-time instructor at UCLA Extension, teaching courses in tax and financial planning to professionals pursuing CPA, IRS EA, and CFP certifications.
Previously, Dan was the Director of Training and Development at Cerity Partners, a nationwide RIA with approximately $120B in AUM. There he managed the firm's internal training program and ensured consistent standards for training and client deliverables across regional offices. Prior to that, he served as Program Director at the College for Financial Planning, creating and directing the SE-AWMA graduate program which generated $500K+ in revenue with a 90%+ graduation rate and attracted major corporate clients including US Bank, Bank of America, Vanguard, Charles Schwab, LPL Financial, Merrill Lynch, and Wells Fargo.
At Kaplan Professional, Dan developed online training, CE webinars, and educational materials for financial professionals seeking to obtain or maintain federal and state licenses, certifications and designations, including FINRA registered reps, state insurance agents, and NASBA CPAs/EAs.
Dan began his career as a financial advisor in the Twin Cities, providing guidance to a diverse clientele of individuals, families, business owners and executives nationwide.
He holds an undergraduate degree from the University of Minnesota Duluth, graduate degrees from the College for Financial Planning and Warwick University, and professional designations including CFP®, IRS Enrolled Agent, and Accredited Estate Planner (AEP).
What is Self Study (QAS)?
Self Study QAS (Quality Assurance Service) is a NASBA and other regulatory bodies approved program designed for Professionals to complete their Continuing Professional Education credits through self-paced, interactive courses that meet the highest standards of quality and compliance. We are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.
How do I earn CPE credits through self-study?
To earn CPE credits, you must complete the self-study course, pass the required assessments, and submit the necessary documentation. Credits are awarded based on the completion of course hours and successfully passing the assessments.
Are the self-study courses approved by NASBA and other regulatory bodies?
Yes, all our self-study courses are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the rigorous standards for quality and educational content set by these organizations.
What are the requirements to maintain compliance with self-study courses?
To maintain compliance, you must follow the guidelines set by NASBA and other regulatory bodies, which include completing the course within the specified timeframe, passing the assessments, and keeping accurate records of your learning activities.
How can I access my course completion certificates?
After successfully completing a self-study course and passing the assessments, you can access and download your course completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.
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We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.
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A Live Webinar Group Internet-Based Credit is an interactive, real-time online seminar where professionals can earn Continuing Education credits by participating in live sessions led by experts in various fields. These sessions meet the standards set by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.
How do I earn credits through live webinars?
To earn credits, you must attend the entire live webinar, actively participate in any polls or questions, and complete any required evaluations or assessments. Credits are awarded based on your attendance and participation in the live session.
Are the live webinars approved by NASBA and other regulatory bodies?
Yes, all our live webinars are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the high standards for quality, interactivity, and educational content set by these organizations.
What are the requirements to maintain compliance with live webinar courses?
To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.
How can I access my webinar completion certificates?
After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.
How are credits reported to governing bodies?
We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.
SV
Very detailed analysis of a complex subject matter.
SP
I likely will use very little that was taught.
.webp "Annual Federal Tax Update - Individuals (Form 1040)")
May 29, 09:00 AM ET
May 29, 09:30 AM ET
May 29, 09:30 AM ET
May 29, 10:00 AM ET
May 29, 10:00 AM ET
.webp "Practical Guide to IRAs – Contributions & Distributions for Traditional, Roth, SEP & SIMPLE IRAs")
May 29, 11:00 AM ET
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