Description: |
We will be following CDC guidelines for masks, social distancing, and occupancy guidelines. Employee of member rate $70. IRA contributions and rollovers - This session will discuss IRA contributions and rollovers, including deductibility, limits, and timing. Rollovers, transfers, conversions, and the 60 day rule will be discussed. Reporting transfers and rollovers will be covered. Pennsylvania treatment will be included. IRA withdrawals prior to age 59.5 - This session will cover IRA withdrawals prior to age 59.5; income taxation, penalties, and exceptions to penalties. Pennsylvania taxation of early withdrawals will be discussed. IRA withdrawal during life after 72 - This session will discuss IRA required minimum distributions (RMD) after 72, important dates, who is responsible for taking RMDs, and taxation including QCD, after-tax money, and penalties for under-distributions. Pennsylvania treatment will be discussed. IRAs after death - This session will be an overview of inherited IRAs including discussion of designated beneficiaries, death distribution options, death BEFORE required beginning date, death ON or AFTER required beginning date, taxation of death distributions, and Pennsylvania treatment. Rules before and after the SECURE Act will be covered. |
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