IRA Beneficiary Distributions – Part 2

Organizations that frequently deal with beneficiary death claims may wonder how to resolve some of their more complex beneficiary issues. This is part two of a two-part comprehensive course that covers in-depth aspects of Traditional and Roth IRA beneficiary options. This course covers advanced aspects of Traditional and Roth IRA beneficiary options—including beneficiary disclaimers, distributions to trust beneficiaries, reporting issues, and compliance concerns.