Distributions A to Z

Session Date: 
May 9th, 2017 - 1:25PM2:40PM


Distributions from qualified plans and IRAs have become an integral part of income tax and estate tax planning. This session will focus on: *Overview of in-service distributions including loans, hardship distributions and other permissible in-service distributions.

Attendees will learn:

  • Distribution options upon termination of participation
  • Taxation and reporting issues
  • Coordination of pre-tax, after-tax, and Roth distributions
  • Rollover options and tax considerations
  • Beneficiary and estate pre and post mortem planning

Field of Study:

Session Type:

Skill Level:

Speaker(s) Speaker Details Session(s)
Avery Neumark CPA, J.D., LL.M., Partner, Marks Paneth LLP, New York, NY 39, 49, 51

Field of Study Legend

Behavioral Ethics
Business Management & Organization
Personal Development
Specialized Knowledge

Skill Levels Legend

L1 - Level 1
L2 - Level 2
L* - Level 1 & Level 2