Retirement Income Taxation   Updated

Retirees have much to consider. Distributions from retirement plans, individual retirement accounts, and income from Social Security benefits have tax consequences. Not only does this course define and explain various forms of retirement income, but it also discusses the tax effects. Be prepared for today's retirees and the millions who will follow them. This 2026 edition addresses current federal tax rules affecting retirement income, including applicable provisions of OBBBA and SECURE 2.0, required minimum distributions and inherited retirement accounts, retirement plan and IRA distributions and rollover, Social Security benefits, annuity distributions, and other current retirement income tax developments.

This course is most appropriate for a professional with detailed knowledge of retirement income who may be at a mid-level position within an organization with operational or supervisory responsibilities, or both.