Surgent's 2021 IRA and Retirement Plan Changes and Planning

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  • Location
    • Your Space
      Your Space
      Self Study - Surgent, ID 00000
  • Credits
    • 3.00
  • Credit Type(s)
    • Taxes (Technical) (3.00)
  • Prerequisites
    • Familiarity with individual income tax rules

  • Vendor
    • Surgent McCoy CPE, LLC
  • Level
    • Intermediate
  • Fields of Study
    • Taxes
  • Message
    • When & Where You Want


This program will review many important SECURE Act changes that take effect in 2021, as well as the new rules for restarting required minimum distributions (RMDs). Presenters will discuss the distribution rules applying to the beneficiaries of IRAs and employer plans that changed with the enactment of the SECURE Act, limiting the distribution options starting with beneficiaries who inherited IRAs in 2020. Panelists will also explore the return of RMDs, after the CARES Act allowed owners of IRAs and employer-sponsored retirement plans to take coronavirus-related distributions and plan loans in 2020.

  • Course Type: On-Demand Webcast

  • Qualifies for IRS CE
  • Designed For

    Tax professionals advising clients on qualified plans and IRAs


    • Effectively advise clients on changes to retirement plans and IRAs


    • SECURE Act changes for 2020 and after
    • SECURE Act 10-year RMD rule for designated beneficiaries
    • Distinguishing between eligible designated beneficiaries and ineligible beneficiaries under the SECURE Act
    • Elimination of the age cap for IRA contributions
    • Amending retirement plans to allow for coronavirus-related distributions and loans
    • Distribution options for spousal beneficiaries
    • Expiration of option to take a coronavirus-related distribution
    • Repayment of coronavirus-related distributions
    • Additional year for repayment of loans from eligible retirement plans

    Advanced Prep


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