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Surgent’s Top 20 Effective Strategies for Avoiding RMD Mistakes and Penalties: Updated for the NEW Proposed RMD Regulations (SU1011/23)

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December 13 @ 2:00 pm - 4:00 pm

Event Description

Required minimum distributions (RMD) must begin for the year in which the account owner reaches age 72 unless an exception applies. RMDs must also be taken from inherited accounts, and the process for determining RMDs for these accounts is more complex than those that apply to RMDs for non-inherited accounts. Failure to comply with the RMD rules will result in the account owner owing the IRS a 50% excess accumulation penalty on any RMD shortfall. Interested parties must understand the compliance requirements that apply to RMDs to be able to assist in ensuring that penalties are avoided.

Designed For

All practitioners advising clients on these complex issues


Define an RMD so that clients know the minimum amounts to distribute Calculate RMDs and make adjustments when IRA custodians fail to Identify the individuals and accounts that are subject to the RMD rules Identify the RMD mistakes that can occur, how to avoid such mistakes, and how to correct them where possible How to get automatic waivers for the 50% excess accumulation penalty

Major Subjects

Coverage of applicable provisions of SECURE Act 2.0 What is a required minimum distribution for an account owner? What is a required minimum distribution for a beneficiary IRA? Key explanations of RMD regulations The types of accounts that are subject to the required minimum distribution rules The parties that are subject to the required minimum distribution rules Exceptions and special considerations for required minimum distributions Rollover and transfer rules in an RMD year The various responsibilities for interested parties Qualified charitable distributions and how they are coordinated with RMDs and IRA contributions How the 10-year rule works for certain beneficiaries






December 13
2:00 pm - 4:00 pm
2 Credits


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