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Order any 1 Presentation..................................$199
Special ! Order any 5 Presentations.................................$875
Extra Special ! !
Order any 10 Presentations..............................$1,500
All presentations by online access or CD are functional for 60 days and
include a presentation outline. Remember,
IRA, HSA, and CESA rules can change at any time. Be sure to check with CWF for any
applicable changes and for available updates. If a required update occurs during
the 60 days, an updated Presentation / CD and outline will be available for only
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Required Minimum Distributions for 2009 and 2010 Recorded Webinar
Learn the RMD calculation methods affecting all years except
2009. See how the 2009 Waiver affects 2010 and beyond. Find
out how trust beneficiaries complicate the calculations. The new
method for the required 2010 RMD Notice is reviewed.
Learn the RMD calculation methods, all exceptions, and administration, including the important trust exceptions and the required RMD Notice procedures including:
All New 2009 Procedures
How are 2008 and 2010 RMDs affected ?
What is the purpose of RMDs ?
How is 70½ calculated ?
What is the Required Beginning Date ?
What are the Penalties for Non-Compliance ?
Are SEP and SIMPLE IRAs Included ?
Learn the Two RMD Calculations
How is a late RMD Calculated ?
What adjustments to the fair Market Value are required ?
What is the advantage to calculating with the Joint Life Expectancy Table ?
How does a Qualified Trust affect RMDs ?
What document is needed ?
How are RMDs reported ?
What is the Alternative Method for talking RMDs ?
How are RMDs afected by rollovers and transfers ?
Recommended Administration