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

Compliance Frontline & New Accounts Human Resources IRA & HSA Operations

On-Demand Webinar

StreamedMar 28, 2024Duration90 minutes

Unlimited & shareable access starting two business days after live stream
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Take-away toolkit
Ability to download webinar video
Presenter's contact info for questions

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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.

AFTER THIS WEBINAR YOU’LL 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

WEBINAR DETAILS

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.

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.