Stop the confusion and avoid costly penalties with a deep dive into the latest RMD regulations and inherited account strategies.
In more recent years, Required Minimum Distributions (RMDs) have undergone significant tax changes. Inherited IRAs have become particularly tricky for practitioners.
Is the 10-year rule for inherited IRAs the same as the 5-year rule for non-designated beneficiaries? What about minor beneficiaries? Can they still use the stretch provisions?
In this lifecycle financial planning course, we will explore these topics as well as give a refresher on basic RMD rules. If you are a financial advisor or a tax practitioner, this course is a must!
Who Should Attend:
Financial professionals, CPAs, Enrolled Agents who want to make sure they meet the compliance requirements for RMDs in light of recent tax legislation.
CPA, CFP, CLU, CPCU, MST, MBA
David Peters is the Founder and Owner of Peters Professional Education in Richmond, VA. He is registered with the U.S. Securities and Exchange Commission (SEC) as an Investment Advisor Representative (IAR) with Peters Financial LLC. He brings over 20 years of experience in financial services, including three years in the hedge fund industry and six years in insurance. David was the first Chief Financial Officer of Compare.com, where he served for more than three years. He holds four master’s degrees, contributes frequently to professional publications, and is a nationally recognized CPE instructor and discussion leader for Surgent seminars and a former instructor for Don Farmer. David received the AICPA Outstanding Facilitator Award in 2021, 2023, and 2024 as well as Surgent's Outstanding Discussion Leader awards in 2019 and 2022. He also co-authored the Virginia CPA Ethics course in 2018, 2019, and 2020, which is a requirement for all CPAs licensed in Virginia. Through Peters Professional Education, David is the author and instructor for over 125 recorded on-demand CPE courses and leads private trainings, in-person tax seminars, and quarterly live tax update webinars. His areas of instruction include accounting, finance, insurance, financial planning, and ethics, and he regularly teaches professionals across the United States.
