Required Minimum Distributions under the CARES Act | PFP learning library podcast
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Required Minimum Distributions under the CARES Act | PFP learning library podcast

9 months ago · 20 min listen

In the multitudinous legislation that is unfolding as a result of the coronavirus pandemic, the IRS has issued relief from taking required minimum distributions (RMDs) from IRAs and employer sponsored plans under the CARES Act. Bob Keebler, CPA/PFS, interviews Ed Slott, CPA, in this fast-paced, jam-packed episode about the impact of the CARES Act on RMDs:

  • What is the new RMD rule under the CARES Act and how does it work?

  • Who is eligible to waive the RMDs and who does it benefit?

  • What are the tax planning strategies you should consider?

  • How does this provision impact the 5-year rule and IRAs without a designated beneficiary?

  • What if you already took your RMD and you don’t need it?

  • How do you piece together the various guidance and relief to understand the rules?

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This episode is brought to you by the AICPA’s Personal Financial Planning Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Also, by the CPA/PFS Credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online at www.aicpa.org/pfp to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program.

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