GSB – IRA/HSA Training Programs: IRA Beneficiary Distributions

With more baby boomers entering retirement, is your financial organization ready to handle complex beneficiary issues? Many IRA administrators find it difficult to understand the options that are available to IRA beneficiaries. This is a two-part comprehensive course that covers in-depth aspects of Traditional and Roth IRA beneficiary options. This course also covers beneficiary election deadlines, distribution rules and restrictions, reporting requirements, and year-of-death required minimum distribution issues. Advanced aspects of Traditional and Roth IRA beneficiary options—including beneficiary disclaimers, distributions to trust beneficiaries, reporting issues, and compliance concerns will be covered in part two.

Presented by Ascensus

Registration Option

Live presentation $405

Recording available through Mar. 1, 2022

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Date

Nov 17 2021 - Dec 01 2021
Expired!

Time

10:00 am - 11:00 am

Cost

$225.00

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