IRA Beneficiary Distributions – Part 2

Diving deeper into the beneficiary options covered in IRA Beneficiary Distributions – Part 1, in this session you will take a more hands-on approach to handling certain year-of-death requirements, beneficiary portability, separate accounting rules, the beneficiary determination deadline, and beneficiary reporting requirements. For a deeper dive into advanced beneficiary issues, see IRAs: Handling Complex Death Claims and IRA Trust Beneficiary Issues and How to Handle Them.


Location Date Price
Online/Virtual May 09 2024 $229
Online/Virtual Aug 15 2024 $229


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