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DTSTAMP:20260507T085012Z
DTSTART:20270415T140000Z
DTEND:20270415T160000Z
LOCATION: Surgent McCoy CPE\, LLC
SUMMARY: Surgent's Top 20 Effective Strategies for Avoiding RMD Mistakes and Penalties
DESCRIPTION: Required minimum distributions (RMDs) must begin for the year in which the account owner reaches age 72 (older if they were born after 1950). RMDs must also be taken from inherited accounts\, and the process for determining RMDs for these accounts is more complex than those that apply to RMDs for non-inherited accounts. Failure to comply with the RMD rules will result in the account owner owing the IRS an excess accumulation penalty on any RMD shortfall. Interested parties must understand the compliance requirements that apply to RMDs to be able to assist in ensuring that penalties are avoided. Additionally\, the recent changes that affect RMDs must be considered when advising clients about their RMD obligations.
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