Professional Development
Keep up on the latest rules and regulations, or maintain an industry designation by earning continuing education credits.
- Academy
- Academy Items
- IRA Beneficiary Distributions – Part 2
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 into handling death year RMDs, beneficiary portability, separate accounting rules, and beneficiary reporting requirements that includes special death year reporting.
Details
| Location | Date | Price |
|---|---|---|
| Online/Virtual | May 17 | $199 |
| Online/Virtual | Aug 18 | $199 |
Benefits
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.
