Avoiding Early Distribution Penalties - 2 Hours CPELearning Objective: After completing this course, the student will be able to utilize the many penalty exceptions (including the several added by the SECURE 2. 0 Act) available for IRAs, qualified plans, and government plans to avoid the 10% premature distribution penalty. Includes the late 60 day rollover self certification procedures. Students will be able to help their clients avoid significant penalties by utilizing legal penalty exceptions. CPE

Understanding phaseout ranges

refund claims

and related rules apply to household employment

and the 16-hour Virtual Tax Update & Planning Conference

and behavior—to build a dynamic “client profit map” that guides personalization

determinable

and contractor reporting requirements is essential for reducing classification risk

apartment managers

This Learning Path includes the following courses -

Identify and evaluate strategies for building a sustainable

contribution limits

and disallowed claims