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.