Fundamentals of IRA Beneficiary Designations & Distributions, Including SECURE & CARES Act Implications
- Unlimited & shareable access starting two business days after live stream
- Available on desktop, mobile & tablet devices 24/7
- Take-away toolkit
- Ability to download webinar video
- Presenter's contact info for questions
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
WEBINAR DETAILS
Managing IRA beneficiary designations and explaining allowable distribution options to IRA beneficiaries may be the most complex area of administering an IRA program. Now the SECURE Act and CARES Act have dramatically changed the distribution requirements for many IRA beneficiaries. Learn the facts needed to confidently provide IRA beneficiaries with the information required to make informed decisions. This timely session will provide a solid understanding of current IRA beneficiary rules and important considerations.
Attendance certificate provided to self-report CE credits.
WHO SHOULD ATTEND?
This webinar will benefit staff who deal directly with IRA owners or who have IRA operational, compliance, or reporting responsibilities. Managers and individuals who hold insurance and securities licenses will gain a solid understanding of the new requirements for handling beneficiary accounts starting in 2020.
TAKE-AWAY TOOLKIT
- Employee training log
- Interactive quiz
Presented By
