On Demand
Audio
A Beginner’s Primer to Retirement Plan Distribution Rules
Produced on December 11, 2018
Course Information
Course Description
Many people have retirement plans but few can fully articulate the basic rules concerning distributions from those plans. This is understandable considering the federal rules concerning retirement plan distributions are some of the most complex around.
The purpose of this course, led by attorney Spencer Reames, is to give a basic introduction to - and overview of - some of the fundamental rules so that practitioners have a general understanding of the retirement plan distribution framework.
Learning Objectives:
- Identify the general applicability of retirement plan distribution rules
- Review basic retirement plan distribution restrictions and requirements
- Break down requirements such as the Required Beginning Date, First Year Distribution, and the calculation of Required Minimum Distributions
- Address rules concerning distributions after a plan participant’s death, including death before and after the Required Beginning Date, designation of beneficiaries, general rules concerning spouses, and transfers to trusts
Credit Information
Faculty
Spencer L. Reames
Farrell Fritz, P.C
Spencer L. Reames focuses on estate planning and litigation, representing clients throughout the New York metropolitan area in probate contests, contested accountings, discovery and other related proceedings. His practice includes conducting pretrial discovery, legal research and drafting motions
Reviews
Excellent
Very informative
Very informative and to the point.
Very informative. I realize now I need to consult with a T&E lawyer.
Really enjoyed this content - the speaker was very knowledgeable and the content was broadly applicable!
impressive delivery and command of the faculty member's subject matter.
Very informative.
Great
Well done.
Great course
Very clearly presented and informative.
great presentation - well constructed
Excellent
Excellent presentation
this was great seminar; speaker is clearly well informed and provided excellent information and written materials one of the best that i have attended
Explained a complex topic in clear manner
Nice overview.
One of the best CLE courses I have taken over the years.
Excellent primer on retirement distributions.
very clear, concise presentation
Excellent. Detailed but concise and clear. Very well presented.
This was an excellent and lucid introduction to a very complex topic. Highly recommended.
Presenter was very good with a horribly intrigue subject.
Excellent and thorough presentation. I would be curious to know if most vendors of IRA's and other retirement plans are willing to offer advice or followup regarding distributions.
nice presentation
Informative and interesting and useful presentation.
Thank you for the excellent presentation.
Outstanding program.
Excellent presentation, speaker, substance and examples.
Spencer helped make a complicated subject easier. Second video with him and will look for more.
may be the best course I've viewed
excellent program content and presenter
Very educational!
Very informative presentation with a good practical examples.
Very clear and organized
Loved his voice. Very soothing
Speaker was very knowledgeable and really knew how to convey to the material in a manner that was understandable.
Extremely organized and succinct presentation.
This course was worth my time.
explained the material clearly
Instructor was knowledgeable and thorough in his coverage of the material. He emphasized the benefits of designating an individual beneficiary, rather than allowing a plan to fall into an estate or a trust following the death of the plan participant. Also, avoid at all cost the 50% penalty for failure to take timely the minimum required distribution each year.
Very good overview of retirement plan distributions for those of us who do not practice in the area.
Excellent basis. Will now check agains new SECURE Act.
Very articulate and concise speaker for a subject that could otherwise be confusing at this level.
Learned something that helps a client.
Good voice
This was most helpful for me personal retirement planning. Thank you.
Very helpful to me in my practice
great intro course
Excellent basic presentation
Excellent overview -- instructor provided a number of good practice pointers
An outstanding course. Best I'm ve seen on RMD
Very informative. Useful regardless of your area of practice.
This was very helpful, from a personal perspective. thank you.
Great!
Very helpful.
Very useful information
Great overview of very complex topic.
I enjoyed this presentation so much I may rewatch it !
Excellent
Limited but well done .
Good course
The material covered during the presentation is useful because many people have these retirement plans and have no idea what's coming in the future and how to plan effectively.
Excellent
Much better and more comprehensive than I anticipated!
That was a very informative course on retirement planning. The presenter did an excellent job. Thank you!
Very well done!
good
Excellent information in reference to MDR's
Several good details in the materials.
Excellent instructor!
great
Superb presentation
A useful explanation of a very technical area. I recommend.
Great presenter!
Pretty deep
Made math interesting,. Detailed but interesting
Current and informative.
Good presentation.
As always, best information available, in an easy format!
Very helpful and informative
Very useful information
Very informative. Enjoyed lecture.
Very interesting!
This was an excellent primer!
Very clear presentation of complicated rules. Extremely helpful! I wish I'd seen it years ago.
Very clear!
Excellent presentation of complicated subject.
Mr. Reames was great - very enjoyable presentation.
Very helpful!
Very good introduction to complex subject.
Excellent
Excellent
Very good presentation, provides a great foundation for estate planning (even for myself). Thank you.
This was an outstanding introductory course.
Terrific presentation.
thanks
Very informative, organized presentation.
The course was excellent! I really enjoyed it!
Excellent intro to the distribution rules
He is an excellent instructor -- one of the best offered by Lawline. His materials were the best of any I have received. He should offer more courses,
Speaker was especially clear and concise. I have no experience in the subject matter. Nonetheless I was able to understand the information. This would not have happened without this individual's guidance.
Thank you
Extremely valuable
excellent course. material was presented in a very professional manner.
Very Informative
Excellent overview of RMDs and other distribution issues.
Good program on a complicated topic
Very good course
Excellent overview.
good as an initial introduction
Great job! Love it.
Excellent presentation
Excellent course. Very informative
Nicely done. Clear and concise outline of rules. Good use of examples when needed.
Heroic effort to tour alternate distribution schemes. Clear.
Very clear and precise. Great material and presentation.
Good program
Excellent information
Speaker was able to convey the information well.
Excellent program --- one of the best I've attended. Clear, useful explanations of a difficult topic I've long struggled to understand and I feel like I really get it now.
VERY HELPFUL. THANKS.
Very good overview
good speaker pleasant demenor
Very good
Excellent speaker
Very important topic that applies to everyone. Not just practitioners. Great job.
Well informed speaker with ability to convey technical information very clearly.
Outstanding!
Very good presentation - logical, easy to understand and a very good speaker.
Great for attorneys dealing with clients nearing retirement.
Excellent Presentation.
really enjoyed this instructor.
Very informative - good course materials as well
Well delivered and well-organized presentation.
Extremely informative CLE; will definitely re-watch and seek additional information for further insight.