This session was designed to equip participants with an understanding of RMD rules, including how to calculate RMDs, apply life expectancy tables, and navigate special scenarios such as Roth accounts, and missed distributions
Learning Objectives
- Upon completion of this course, you'll be able to:
- Define Required Minimum Distributions (RMDs).
- Apply the updated life expectancy tables to calculate RMDs.
- Analyze how different beneficiary types impact RMD calculations.
Major Topics
- RMD definitions
- Use of life expectancy tables
- Impact of various beneficiaries with examples