Must-know Rules Relating to IRAs and Qualified Plans for 2022 (CTRS)

The technical issues associated with IRAs and qualified plans can present tax practitioners with challenges when they advise their clients regarding these topics. This program will cover recent changes to the IRA and qualified plan rules as well as critical planning and tax saving strategies for IRAs, 401(k)s and other employer plans.

• Backdoor Roth IRA conversions
• The new required minimum distribution (RMD) tables
• Mistakes that can jeopardize the tax benefits of IRAs, 401(k)s and 403(b) distributions
• How to move inherited IRAs and employer plan assets from decedent to beneficiary accounts
• Rollovers, transfers, Roth conversions and in-plan conversions to Roth 401(k)s
• Critical steps to protect clients and beneficiaries from RMD mistakes that could interfere with the tax efficiency of IRAs, 401(k)s, 403(b)s and 457(b)s
• Eligible designated beneficiary, designated beneficiary, and non-designated beneficiary
• The most critically important steps to get tax-free Roth IRA and Roth 401(k) distributions

• Recognize changes to IRA and qualified plan rules that started or will start in 2022
• Be able to advise clients regarding challenging issues related to IRAs and qualified plans