IRA Trust Beneficiary Issues and How to Handle Them

Trust beneficiary questions are one of the most popular topics that come into our consulting lines. Trusts can be used for many reasons, such as estate planning, avoiding probate, and maintaining control over assets. Trusts have become more popular in being named as beneficiary by IRA owners. This course reviews IRC and Treasury Regulations guidance for distributing IRA assets to a trust beneficiary. We also cover compliance concerns that are frequently encountered, and the risks financial organizations should be aware of in this legal grey-area.


Location Date Price
Online/Virtual Aug 10 2023 $229



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.

Professional Development

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