IRA Series: IRA Beneficiary Designations & Distributions Part B: Beneficiary Distribution Options & Considerations

Although they can seem endless, there are a finite number of beneficiary distribution options available.
Can you confidently handle each one? What about when the death of an owner comes into play? Are you up to speed on recent IRS guidance for beneficiary distributions? Don’t miss the opportunity to get expert insight with this two-part series.

After this webinar, you will be able to:

• Confidently discuss beneficiary options for deaths occurring on or after January 1, 2020, including successor beneficiary options
• Explain beneficiary obligations under the 10-year rule
• Identify when annual life expectancy payments are required
• Know about certain beneficiary election deadlines, including the new deadline for a spouse beneficiary to treat an inherited account as his/her own
• Understand how to title and report beneficiary distributions on IRS Form 1099-R
• Know how to use beneficiary quick reference charts

For more information, including pricing and registration, please visit: www.cuwebtraining.com/ira-series-ira-beneficiary-designations-distributions-part-b-beneficiary-distribution-options-considerations