Description
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COURSE DESCRIPTION: This course reviews the exceptions to the 10% early withdrawal penalty for retirement plan distributions. It covers applicable qualification requirements, recent legislative changes, rollover considerations, and practical strategies for helping clients avoid unnecessary penalties. LEARNING OBJECTIVES: Identify the exceptions to the 10% early withdrawal penalty for retirement plan distributions and the requirements for applying those exceptions. |
| NASBA |
Field of Study: Taxes CPE Credit: 1.0 hour Delivery Method: QAS Self-Study |
| IRS |
Field of Study: Federal Tax Law CE Credit: 1.0 hour IRS Program Number: VP8T3-T-00575-26-S |
| CTEC | Field of Study: Federal Tax Law CE Credit: 1.0 hour CTEC Course Number: 1044-CE-05404 |
| Publication Date: | 4/16/2026 |
| Instructional Delivery Method: | QAS Self-Study |
| Level: | Intermediate |
| Prerequisites: | General knowledge of federal taxation |
| Advanced Preparation: | No Advanced Preparation Required |
| Author: | Lee Reams, Sr., BSME, EA |
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Course Material: A copy of the course material is available for download under the Additional References tab. Refund Policy: Your complete satisfaction is our #1 priority. At CountingWorks, Inc., we do whatever it takes to make sure your expectations are met on every order we complete. We back all of our products with a 10-day no-hassle money-back guarantee. For information regarding refunds, complaints, and program cancellation policies, please contact our Customer Service Department at 1-800-384-1101 Certified Public Accountants: CountingWorks, Inc. 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. Registration: Sign-up online by clicking add to cart above or by phone at 1-800-384-1101 |

