IRA Beneficiary Distributions – Part 1

With more baby boomers entering retirement, is your financial organization ready to handle complex beneficiary issues? Many IRA administrators find it difficult to understand the options that are available to IRA beneficiaries. This is part one of a two-part comprehensive course that covers in-depth aspects of Traditional and Roth IRA beneficiary options. This course also covers beneficiary election deadlines, distribution rules and restrictions, reporting requirements, and year-of-death required minimum distribution issues.

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Details

Location Date Price
Online May 14, 2020 $199
Online August 11, 2020 $199

Benefits

Professional Development

Advance your career and grow your expertise by maintaining an industry designation and earning continuing education credits.

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.