Program Overview
July 22, 2026 | 1:00 pm - 3:00 pm| Webinar
Hosted by CSEA Chapters Statewide
Speaker Alice Orzechowski, CPA, CMA, EA
Description
Early distributions from a retirement plan or an IRA are subject to both income tax and a 10% penalty. This session will discuss ways to avoid paying taxes and the exceptions to the 10% penalty on these distributions. Also discussed will be the rollover rules for distributions and how to correct a missed rollover.
Learning Objectives
1) Identify when an early retirement plan distribution is not subject to income tax.
2. Identify the exceptions to the 10% early withdrawal penalty from IRAs & Retirement Plans.
3. Determine if your client qualifies for one of the exceptions.
4. Understand the rollover rules and how to correct a missed rollover.
Learning Level Basic
Prerequisites & Advance Preparation None
Continuing Education
IRS: 2 hours Fed Tax Law Topics | CTEC: 2 hours Federal Tax Law Topics | CA Bar: 1.75 hours Taxation Law | CPA CA: 2 hours Taxes (Self-Reporting)
Pricing
Member: $29.95 | Non-Member: $59.95
Webinar Details
After registering, everything you need for attending this webinar will be found in Your Learning Center.
Cancellation/Refund Policies
Please contact the host chapter at info@csea.org for refund/cancellation policies related to this event.