Complex Death Claims and How to Handle Them

Organizations are frequently dealt beneficiary death claims and may wonder how to resolve some of their more complex beneficiary issues, where there may be no or limited regulatory guidance. This is a comprehensive course that covers in-depth aspects of Traditional and Roth IRA beneficiary issues and best practices on how to handle death claims while mitigating risk. This course covers advanced aspects of IRA disclaimers, distributions to trust beneficiaries, reporting issues, disputes, minors as beneficiaries, and other compliance concerns with best practices for how to handle these complex death claim issues.