Tax Planning with IRAs

Retirement distribution planning is often understood from an investment perspective. However, many do not fully understand the complex tax rules associated with this kind of planning. During this session the critical tax aspects of IRAs, IRA distribution planning, Roth IRAs, and the ways to avoid some of the most common mistakes will be discussed.

Session highlights include:


• Understanding the foundational tax concepts of retirement distribution planning

• Understanding the final minimum distribution regulations

• Understanding rollover strategy issues and regulations

• Designating beneficiaries under the final minimum distribution regulations

• Understanding the key exceptions to the 10% additional tax on pre-59 1/2 distributions

• An overview of Roth IRAs and the impact of distribution planning


Qualified Plan Distribution planning and the effect on taxation