Advanced IRA Beneficiary Issues: Death Distributions, Trusts & Successors, Including SECURE & CARES Act Implications

  • by ICBSD
  • Aug 25, 2020
  • 0

Date/Time
Date(s) - 08/25/2020
2:00 pm - 3:30 pm

Categories


Advanced IRA Beneficiary Issues: Death Distributions, Trusts & Successors, Including SECURE & CARES Act Implications

REGISTER

Don't miss this webinar.

Build on your foundational IRA knowledge with this in-depth look at death, trust, and successor beneficiary issues. You’ll learn best practices and delve into the dramatic effects of the SECURE and CARES Acts.

PRICING

  • $230 – Live Webinar
  • $230 – Recorded Webinar + Free Digital Download
  • $350 – BOTH Live Webinar and Recorded Webinar + Free Digital Download

WEBINAR DETAILS

The SECURE Act has dramatically changed the distribution requirements for many IRA beneficiaries. The CARES Act provides IRA beneficiaries with required distribution relief for the 2020 tax year. This webinar will provide you with the detailed information and reference tools needed to confidently provide IRA beneficiaries with the facts they need to make educated decisions. Join us for an in-depth discussion of the new rules impacting IRA beneficiary designations and required death distributions.

Attendance certificate provided to self-report CE credits.

WHO SHOULD ATTEND?

This webinar will benefit staff who deal directly with IRA owners or who have IRA operational, compliance, or reporting responsibilities. Managers and individuals who hold insurance and securities licenses will gain an in-depth understanding of the new requirements for handling beneficiary inquiries and accounts starting in 2020.

ABOUT THE AUTHOR

ICBSD