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

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StreamedMar 28, 2024Duration90 minutes
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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.

  • 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


Join us as we expand on many of our Part A beneficiary consideration topics, including a detailed discussion of beneficiary options for deaths occurring on or after January 1, 2020, and a review of the complex and often confusing successor beneficiary options. This session will also include an explanation of beneficiary separate accounting rules and implications. In addition, you’ll learn about the impact that recent IRS guidance is having on IRA beneficiary distributions.


  • 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

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"The webinar gave up to date information that was very helpful. Frank always gives great presentations."
- Nancy, Exchange Bank of Northeast Missouri

Presented By

Frank J. LaLoggiaFrank LaLoggia
LaLoggia Consulting, Inc.

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