IRA Beneficiary Designations & Distributions Part A: Proper Handling, Responsibilities & Compliance

March 2, 2023
Live Webinar
DateMar 2, 2023Duration90 minutes
08:00 AM PST09:00 AM MST
10:00 AM CST11:00 AM EST
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    • Available on desktop, mobile & tablet
    • Take-away toolkit
    • Presenter’s contact info for questions
On-Demand Webinar
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  • Take-away toolkit
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WEBINAR DETAILS

Join this lively presentation regarding financial organizations’ responsibilities and considerations when handling IRA beneficiary designations and distributions.  The SECURE Act has made beneficiary rules and distributions more complex and challenging.  In Part A of this two-part session, you will learn about many important traditional and Roth IRA issues, including beneficiary election deadlines and certain reporting obligations.  There will also be an overview of IRA beneficiary distribution options for deaths occurring prior to January 1, 2020.  Part B will explore beneficiary options for deaths occurring on or after January 1, 2020, in greater detail.

Presented By

Frank J. LaLoggiaFrank LaLoggia
LaLoggia Consulting, Inc.

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