
Avoiding Early Distribution Penalties - 2 Hours CPE
Learning Objective: After completing this course, the student will be able to utilize the many penalty exceptions (including the several added by the SECURE 2.0 Act) available for IRAs, qualified plans, and government plans to avoid the 10% premature distribution penalty. Includes the late 60 - day rollover self - certification procedures. Students will be able to help their clients avoid significant penalties by utilizing legal penalty exceptions. CPE Hours: Federal Taxation = 2 CPE Credits / Total = 2 CPE Credits Accreditation: CTEC, IRS, Enrolled Agents, NASBA CPA Field of Study: Federal Taxation Publication Date: 5/1/2024 Instructional Delivery Method: Self-Study Level: Intermediate Prerequisites: None Advanced Preparation: No Advanced Preparation Required Author: Lee Reams, BSME, EA Course Material: A copy of the course material is available for download under the Additional References tab. Refund Policy: Your complete satisfaction is our #1 priority. At CountingWorks, Inc.