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Distributions from IRAs and Qualified Retirement Plans

IRAs and Qualified Retirement Plans

2 Credits


Subject Area


Webinar Qualifies For

2 CPE credit of Taxes for all CPAs

2 CE credit of Federal Tax for Enrolled Agents ( IRS Approved : GEHNZ ) (Approval No. GEHNZ-T-00606-21-S)

2 CE credit of Federal Tax Subjects for California Tax Professionals (CTEC Approved - 6273) (Approval No. 6273-CE-0579)

2 CE credit of Annual Filing Season program (AFSP)( IRS Approved : GEHNZ )

2 CPD credit (Verifiable) for CPA/PFS

2 CPD credit (Verifiable) for Trust and Estate Practitioners (TEPs)

2 CE credit for Certified Senior Advisor (CSA)

2 CE credit of Federal Tax for Maryland Tax Preparers (Approval No. GEHNZ-T-00606-21-S)

2 CE credit of Federal Tax for Oregon Tax Preparers (Approval No. GEHNZ-T-00606-21-S)

2 General Educational credit for Tax Professionals / Bookkeepers / Accountants

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Before starting this self study program, please go through the instructional document.


  • Secure Act Changes to IRAs
    1 mins
  • General Rules for Plan Distributions
    24 mins
  • Rollovers of Retirement plan and IRA Distributions
    30 mins
  • Qualified Domestic Relations Order (QDRO)
    74 mins
  • Joint and survivor Distribution Rules
    81 mins

Course Description

In order to encourage saving for retirement, Government has created several different types of retirement accounts that enable individuals to deposit money before it is taxed. Income taxes are not paid until the money is withdrawn.

These IRS-mandated withdrawals, known as required minimum distributions, or RMDs, are taxed.

For many people, having to take money out of an account might seem like a good thing. But some retirees may find the RMD rules onerous, especially if they don’t need the money when the withdrawals are required

There are some strategies for postponing RMDs, including at least one strategy that involves an annuity. But overall, the IRS is pretty strict about adhering to the RMD rules.

If an account holder fails to take an RMD, then he or she is penalized by the IRS.

This CE course will provide a summary of both voluntary and mandatory distributions from retirement plans including changes made by the SECURE Act. This continuing education course will also walk you through required minimum distributions, hardship distributions, in-service distributions among other related topics.

Major topics covered in this online CPE/CE webinar:

  • Secure Act changes to IRAs
  • General rules for plan distributions
  • Rollovers of retirement plan and IRA distributions
  • Roth IRAs
  • Participant Loans
  • Hardship Distributions
  • Qualified domestic relations order
  • In service distributions
  • Joint and survivor distribution rules
  • Statutory rules for required minimum distributions

Attendees of this CE/CPE course will have the ability to advise clients of the rules and regulations guiding the various distributions and ensuring adherence to those rules and avoiding any potential penalties or other adverse consequences.

Click here to access more tax webinars on |Tax Updates | IRS Audit, Representation and Resolutions

Learning Objectives

  • To determine qualified birth or adoption distributions
  • To discuss disaster-related rules
  • To determine qualified charitable distributions
  • To discuss IRA one per year rule
  • To explore designated Roth accounts and qualified distributions from a Roth IRA
  • To discuss profit-sharing plans & pension plans
  • To discuss joint and survivor annuity rules

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Annual Filing Season Program
  • Bookkeepers & Accountants & Tax Preparers
  • California Registered Tax Professional
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Estate Planners
  • Maryland Tax Preparers
  • Oregon Tax Preparers
  • Staff of Accounting Firm
  • Tax Accountant (Industry)
  • Tax Attorney
  • Tax Director (Industry)
  • Tax Firm
  • Tax Managers
  • Tax Practitioners
  • Tax Preparer
  • Tax Professionals
  • Tax Pros
  • Young CPA