IRA RMD Regulations And Reporting Compliance Update

  • 01:00 PM ET | 12:00 PM CT | 10:00 AM PT | Duration: 120 Minutes | Live
  • Credit: IRS Credits: 2.0 | NASBA Credits: 2.0| Product Code: WEB00435
Contact Person Klaralee R. Charlton
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Webinar Instruction will be emailed on your registered email address 3 days prior to webinar | Web Download / e-Transcript will be shared in 7 working days from the date of webinar

Required Minimum Distribution (RMD) compliance has entered a new era. Following the release of the final Treasury and IRS RMD regulations, financial institutions and retirement professionals are now operating under fully effective rules that significantly reshape how beneficiary distributions, deadlines, and reporting obligations are handled.

By March 2026, these rules are no longer “new” — they are actively impacting daily IRA administration, customer service conversations, documentation standards, and institutional risk exposure. Many organizations are discovering that early interpretations, system configurations, and internal procedures need refinement as real-world application highlights operational challenges.

This timely Course provides a practical, post-implementation perspective on the final RMD framework. We will translate the regulations into clear operational guidance, focusing on how financial institutions, IRA administrators, and retirement professionals should handle calculations, beneficiary scenarios, reporting requirements, and policy updates under the current rules.

Special attention will be given to areas that continue to create confusion or compliance risk, including beneficiary payout structures, required beginning date rules, account balance determination, and IRS reporting expectations. We will also discuss how evolving service models, staffing responsibilities, and system processes may need to adapt to support compliant and efficient RMD administration.

This session is ideal for professionals who want to ensure their institution’s RMD practices are not just compliant on paper, but working effectively in practice

Course Outline:

  • Identify which IRA types are subject to RMD requirements
  • Determine the correct required beginning date (RBD) for IRA owners
  • Explain how IRA account balances are established for RMD calculation purposes
  • Recognize the life expectancy table used for most RMD calculations — and when an exception applies.
  • Perform accurate RMD calculations in common owner and beneficiary scenarios
  • Understand statement, notice, and IRS reporting requirements connected to RMDs

Take Away Toolkit:

  • RMD calculation job aid
  • IRA reporting job aid
  • IRS Forms 1099-R and 5498 instructions reference
  • Employee training log template
  • Interactive knowledge check quiz
  • PDF of presentation slides and speaker contact information for follow-up questions
  • A Live Q&A session will be held after the event.

This course will reflect the most current regulations and guidance. Any updates or changes to relevant laws or requirements will be fully incorporated into the content to ensure accuracy and compliance.

Credits and Other information:

  • Recommended CPE credit – 2.0
  • Recommended field of study – Taxes
  • Session Prerequisites and preparation: None
  • Session learning level: Basic
  • Location: Virtual/Online
  • Delivery method: Group Internet Based
  • IRS Course ID: PJGWS
  • Attendance Requirement:  Yes
  • Session Duration: 2 Hours
  • Case Studies and Live Q&A session with speaker
  • PowerPoint presentation for reference

Who Will Benefit:

  • CPA
  • Enrolled Agents (EAs)
  • Tax Professionals
  • Attorneys
  • Other Tax Preparers
  • Finance professionals
  • Financial planners
Coder Archives is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
 
Speaker Profile:
Klaralee Charlton is a Shareholder with Katz, Look & Onorato, P.C. where she practices fiduciary tax, estate administration, and business transactional law. As part of her practice, Ms. Charlton guides clients through the process of administering a loved one’s estate including the collection, valuation, management and transfer of assets including financial accounts, real estate, and business interests with a focus on minimizing estate and income tax liability. She also works closely with trustees of ongoing trusts to ensure compliance and prepares clients’ fiduciary income tax returns annually.
Klaralee has written and lectured on topics including estate and gift tax, fiduciary income tax reporting and U.S. regulations governing the valuation of small family businesses. She previously served as Chair of the Colorado Bar Association, Tax Section and President of the Greater Denver Tax Counsel Association. She earned her J.D. from the University of Utah, S.J. Quinney College of Law, her LL.M. in Tax Law from the University of Denver, and her B.A. in political science from Bryn Mawr College. She is admitted to practice in both Colorado and Montana.
IRS Credits
NASBA Credits
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We are approved to provide CPE/CE credits to Tax Professionals

  • IRS
  • NASBA
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