Fundamentals of IRA Beneficiary Designations & Distributions, Including SECURE & CARES Act Implications

The SECURE Act and CARES Act have drastically changed IRA distributions for many beneficiaries. Do you understand the changes and compliance requirements? What about the distribution options? Now is the time to get up to speed!

AFTER THIS WEBINAR YOU’LL BE ABLE TO:

• Understand the fundamental concepts of the new beneficiary distribution rules under the SECURE Act and CARES Act
• Recognize the four most common categories of beneficiary designations
• Identify proper documentation of beneficiary designations
• Discuss allowable beneficiary distribution options
  • Review sample quick reference beneficiary options chart
• Explain how the IRA owner’s age at death affects beneficiary options
• Determine how your IRA agreement may limit or affect beneficiary choices

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