Date/Time
3/17/2026
4:00 PM - 5:00 PM Central
4:00 PM - 5:00 PM Central
Course Registration
Credits
1 Credits
Event Type(s)
Webinars
Event Description
This session will address the complex rules of retirement distributions, review key provisions of the SECURE Act 2.0, and provide practical strategies of maximizing tax benefits for your client.
This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Objectives:
After attending this presentation, you will be able to...Implement practical strategies based on a thorough understanding of the complex rules for retirement distributionsIdentify and recall key compliance issuesIdentify and recall significant issues in the taxation of retirement distributions
Instructor:
Steven C. Dilley, CPA, JD, PhD
Fields of Study:
Taxes
Major Topics:
This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Objectives:
After attending this presentation, you will be able to...Implement practical strategies based on a thorough understanding of the complex rules for retirement distributionsIdentify and recall key compliance issuesIdentify and recall significant issues in the taxation of retirement distributions
Instructor:
Steven C. Dilley, CPA, JD, PhD
Fields of Study:
Taxes
Major Topics:
The major topics that will be covered in this course include:
- Required minimum distributions for a deceased’s heirs
- 2025 retirement plan contribution limits
- Required minimum distributions and contributions to charity
- Key provisions of Secure Act 2.0
Location
Webinar
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