{"id":135927,"date":"2024-11-20t04:50:32","date_gmt":"2024-11-20t09:50:32","guid":{"rendered":"\/\/www.g005e.com\/?p=135927"},"modified":"2024-11-20t05:26:40","modified_gmt":"2024-11-20t10:26:40","slug":"sy-goldbergs-guide-to-the-new-retirement-distribution-rules","status":"publish","type":"post","link":"\/\/www.g005e.com\/2024\/11\/20\/sy-goldbergs-guide-to-the-new-retirement-distribution-rules\/","title":{"rendered":"sy goldberg&#8217;s guide to the new retirement distribution rules"},"content":{"rendered":"<p><strong>sy goldberg at his best: frank. outspoken. unfiltered. unreserved. unvarnished. unedited.<\/strong><\/p>\n<div style=\"padding: 56.25% 0 0 0; position: relative;\"><iframe style=\"position: absolute; top: 0; left: 0; width: 100%; height: 100%;\" title=\"preview | sy goldberg on the new rules effective 2025\" src=\"https:\/\/player.vimeo.com\/video\/1031438503?h=6dab50f6b6&amp;autoplay=1&amp;&amp;muted=1&amp;loop=1&amp;autopause=0&amp;player_id=0&amp;app_id=58479\" frameborder=\"0\"><span data-mce-type=\"bookmark\" style=\"display: inline-block; width: 0px; overflow: hidden; line-height: 0;\" class=\"mce_selres_start\">?<\/span><span data-mce-type=\"bookmark\" style=\"display: inline-block; width: 0px; overflow: hidden; line-height: 0;\" class=\"mce_selres_start\">?<\/span><span data-mce-type=\"bookmark\" style=\"display: inline-block; width: 0px; overflow: hidden; line-height: 0;\" class=\"mce_selres_start\">?<\/span><\/iframe><\/div>\n<h6 style=\"text-align: center;\"><strong>preview: unmute for sound<\/strong><\/h6>\n<p><strong>卡塔尔世界杯常规比赛时间 research <\/strong>is pleased to present sy goldberg&#8217;s 112-minute program covering the new required beginning date for starting distributions from retirement accounts.<\/p>\n<h4 style=\"text-align: center;\"><a href=\"\/\/www.g005e.com\/shop\/sg24new-sy-goldberg-a-practitioners-introductory-guide-to-the-new-retirement-distribution-rules-that-you-must-know\/\">buy now<\/a> | <a href=\"\/\/www.g005e.com\/shop\/sg24new-sy-goldberg-a-practitioners-introductory-guide-to-the-new-retirement-distribution-rules-that-you-must-know\/\">learn more<\/a><\/h4>\n<p><!--more--><\/p>\n<p><strong>plus: what rules apply if&#8230;<\/strong><\/p>\n<ul>\n<li>you pass away <span style=\"text-decoration: underline;\">before<\/span> your required beginning date<\/li>\n<li>you pass away <span style=\"text-decoration: underline;\">on or after<\/span> your required beginning date<\/li>\n<li>your beneficiary is a <span style=\"text-decoration: underline;\">designated<\/span> beneficiary<\/li>\n<li>your beneficiary is an <span style=\"text-decoration: underline;\">eligible<\/span> designated beneficiary<\/li>\n<li>you have <span style=\"text-decoration: underline;\">no designated beneficiary<\/span> or eligible designated beneficiary of your retirement account<\/li>\n<li>you have <span style=\"text-decoration: underline;\">multiple<\/span> adult designated beneficiaries of your ira account<\/li>\n<\/ul>\n<p><strong><em>whether you are a general practitioner, tax or retirement specialist, you <span style=\"text-decoration: underline;\">must<\/span> know these rules. <\/em><\/strong>failure to do so\u00a0may result in substantial irs sanctions of 25 percent of the amount involved in the error, including pyramiding penalties for your clients.<\/p>\n<p><strong>webcast:<\/strong> 2 hours. <strong>study guide:<\/strong> 47 pages. <strong>the instant-download pdf study guide<\/strong> includes instructions and links to the video webcast. sorry, no cpe. <strong>download<\/strong> to up to five devices within 90 days of purchase. (limitations and terms apply.)<\/p>\n<p><strong>contents<\/strong><\/p>\n<ol>\n<li>changes to the required beginning date rules<\/li>\n<li>what rules apply if you pass away prior to your required beginning date, having your estate as the beneficiary of your ira account<\/li>\n<li>what rules apply if you pass away on or after january 1, 2020, and prior to your required beginning date having a designated beneficiary of your ira account<\/li>\n<li>application of the rules that apply if the ira owner dies on or after january 1, 2020, and prior to his\/her required beginning date, having a mere ira designated beneficiary as the beneficiary of his\/her required beginning date<\/li>\n<li>what rules apply if you pass away on or after january 1, 2020, on or after your required beginning date, having a mere designated beneficiary as the beneficiary of your ira account<\/li>\n<li>what rules apply if you pass away on or after january 1, 2020, on or after your required beginning date, having your estate or a nonqualifying trust as the beneficiary of your ira account<\/li>\n<li>rules that apply when an ira owner has a child beneficiary that has not attained the age of majority (the child\u2019s 21<sup>st<\/sup> birthday) at the time of the ira owner\u2019s death<\/li>\n<li>what rules apply if you have multiple adult healthy designated beneficiaries of your ira account<\/li>\n<li>surviving spouse eligible designated beneficiary rules (complex, but you must know the rules)<\/li>\n<li>comments to irs letter ruling 200644022 dated august 22, 2006<\/li>\n<li>comment letter to treasury department dated september 25, 2024, involving significant issues<\/li>\n<\/ol>\n<p><strong>appendix<\/strong><\/p>\n<ul>\n<li>updated life expectancy distribution period tables used for purposes of determining<\/li>\n<li>minimum required distributions<\/li>\n<li>table ii<\/li>\n<\/ul>\n<hr \/>\n<h4 style=\"text-align: center;\"><a href=\"\/\/www.g005e.com\/shop\/sg24new-sy-goldberg-a-practitioners-introductory-guide-to-the-new-retirement-distribution-rules-that-you-must-know\/\">buy now<\/a> | <a href=\"\/\/www.g005e.com\/shop\/sg24new-sy-goldberg-a-practitioners-introductory-guide-to-the-new-retirement-distribution-rules-that-you-must-know\/\">learn more<\/a><\/h4>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p><b>frank. outspoken. unfiltered. unreserved. unvarnished. unedited.<\/b><br \/>\n<a href=\"\/\/www.g005e.com\/shop\/sg24new-sy-goldberg-a-practitioners-introductory-guide-to-the-new-retirement-distribution-rules-that-you-must-know\/\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-135913 \" src=\"\/\/www.g005e.com\/wp-content\/uploads\/2024\/11\/sy-still-2024-11-19.png\" alt=\"\" width=\"249\" height=\"141\" srcset=\"\/\/www.g005e.com\/wp-content\/uploads\/2024\/11\/sy-still-2024-11-19.png 1418w, \/\/www.g005e.com\/wp-content\/uploads\/2024\/11\/sy-still-2024-11-19-424x240.png 424w, \/\/www.g005e.com\/wp-content\/uploads\/2024\/11\/sy-still-2024-11-19-849x481.png 849w, \/\/www.g005e.com\/wp-content\/uploads\/2024\/11\/sy-still-2024-11-19-768x435.png 768w, \/\/www.g005e.com\/wp-content\/uploads\/2024\/11\/sy-still-2024-11-19-300x170.png 300w, \/\/www.g005e.com\/wp-content\/uploads\/2024\/11\/sy-still-2024-11-19-600x340.png 600w\" sizes=\"(max-width: 249px) 100vw, 249px\" \/><\/a><br \/>\n<i>with seymour goldberg, cpa, mba, (taxation) jd<br \/>\nwebcast lecture, with commentary, analysis and study guide<\/i><\/p>\n<h4 style=\"text-align: center;\"><a href=\"\/\/www.g005e.com\/shop\/sg24new-sy-goldberg-a-practitioners-introductory-guide-to-the-new-retirement-distribution-rules-that-you-must-know\/\">buy now<\/a> | <a href=\"\/\/www.g005e.com\/shop\/sg24new-sy-goldberg-a-practitioners-introductory-guide-to-the-new-retirement-distribution-rules-that-you-must-know\/\">learn more<\/a><\/h4>\n","protected":false},"author":3961,"featured_media":135913,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_relevanssi_hide_post":"","_relevanssi_hide_content":"","_relevanssi_pin_for_all":"","_relevanssi_pin_keywords":"","_relevanssi_unpin_keywords":"","_relevanssi_related_keywords":"","_relevanssi_related_include_ids":"0","_relevanssi_related_exclude_ids":"","_relevanssi_related_no_append":"on","_relevanssi_related_not_related":"","_relevanssi_related_posts":"","_relevanssi_noindex_reason":"","footnotes":""},"categories":[2463,1362,8,4184],"tags":[4777,4708,4707],"class_list":["post-135927","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-about-us","category-featured-video","category-resources","category-tax","tag-distribution-rules","tag-ira","tag-qualified-plans-and-iras"],"acf":[],"yoast_head":"<!-- this site is optimized with the yoast seo plugin v23.7 - 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