IRA Beneficiary Designations & Distributions Part A: Proper Handling, Responsibilities & Compliance
On-Demand Webinar
StreamedMar 5, 2024Duration90 minutes
- 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
IRA beneficiary distributions often come at a stressful time.
Ensuring accurate allocations is
always challenging, but doing so can make difficult situations go smoother. So,
are you an IRA beneficiary designation and distribution expert? What about the
SECURE Act? Attend this two-part series to learn a host of best practices for
IRA handling and compliance.
AFTER THIS WEBINAR YOU’LL BE ABLE TO:
-
Examine the most important considerations when naming IRA beneficiaries
- Per capita versus per stirpes designations
- Minor IRA beneficiary considerations
- Organizations as beneficiaries
- Know how to use beneficiary quick reference charts
- Determine the impacts of divorce or legal separation on IRA accounts
- Identify power of attorney requirements and implications
- Understand community and marital property rules and issues
- Handle the proper titling of beneficiary IRAs and your obligations for IRS Form 5498 death benefit reporting
WEBINAR DETAILS
Join this lively
presentation regarding financial organizations’ responsibilities and
considerations when handling IRA beneficiary designations and distributions.
The SECURE Act, SECURE 2.0, and recent IRS guidance have made dealing with 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.
WHO SHOULD ATTEND?
This timely webinar will
assist everyone involved with IRA accounts, including service representatives,
operations personnel, compliance staff, and administrative personnel.
Management, trust department staff, and those who hold insurance or securities
licenses will also benefit.
TAKE-AWAY TOOLKIT
- Employee training log
- Interactive quiz
- PDF of slides and speaker’s contact info for follow-up questions
- Attendance certificate provided to self-report CE credits
NOTE: All materials are subject to copyright. Transmission, retransmission,
or republishing of any webinar to other institutions or those not employed by
your institution is prohibited. Print materials may be copied for eligible
participants only.
Presented By
LaLoggia Consulting, Inc.
This Webinar Appears In
© 2024 FINANCIAL EDUCATION & DEVELOPMENT, INC
