IRA Beneficiary Distributions – Part 1

The SECURE Act made significant changes to IRA rules, that included adding complexity to the beneficiary rules. Is your financial organization finding it difficult to understand the options that are available to IRA beneficiaries? This is part one of a two-part comprehensive course covering in-depth aspects of Traditional and Roth IRA beneficiary options that addresses all the changes resulting from the SECURE Act, including essential topics of beneficiary election deadlines, distribution rules and restrictions, reporting requirements, and year-of-death required minimum distribution issues.

Details

Location Date Price
Online/Virtual May 12 $199
Online/Virtual Aug 09 $199

Benefits

Professional Development

Keep up on the latest rules and regulations, or maintain an industry designation by earning continuing education credits.

Convenient

Get retirement, health, and education savings plan training without leaving your office. Our large selection of webinars are available live or for digital download.

Expert Instructors

We have some of the industry's top ERISA-trained consultants who have specialized in retirement and savings plans for over 35 years.