Webinars - Live

IRA Beneficiary Designations, Death Distributions & Required Minimum Distributions

July 28 | 3:00 pm - 4:30 pm ET
Level: N/A
Category:
Webinars - Live
Cost: $200.00
Contact: Susan Erlandson at serlandson@mainecul.org

Can you dish the details on IRA distribution options and beneficiary designations? These can be prickly, complicated issues! This session will provide the latest information, guidance, and reference tools necessary to confidently explain IRA complexities to owners and beneficiaries so they can make informed decisions.

AFTER THIS WEBINAR YOU’LL BE ABLE TO:

  • Understand the fundamentals of the new beneficiary distribution rules under the SECURE Act
  • Examine proper documentation of beneficiary designations
  • Determine allowable beneficiary distribution options
  • Identify responsibilities versus best practices when handling required minimum distributions
  • Know IRS and IRA owner RMD reporting requirements
  • Discuss common terminology, including required beginning date, aggregation of plans, and excess accumulations

For more information or to register CLICK HERE