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.

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Details

Location Date Price
Online May 19, 2020 $199
Online August 20, 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.