Fundamentals of IRA Beneficiary Designations & Distributions, Including SECURE & CARES Act Implications

  • by ICBSD
  • Aug 06, 2020
  • 0

Date/Time
Date(s) - 08/06/2020
2:00 pm - 3:30 pm

Categories


Fundamentals of IRA Beneficiary Designations & Distributions, Including SECURE & CARES Act Implications

REGISTER

Don't miss this webinar.

The SECURE Act and CARES Act have drastically changed IRA distributions for many beneficiaries. Do you understand the changes and compliance requirements? What about the distribution options? Now is the time to get up to speed!

PRICING

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

WEBINAR DETAILS

Managing IRA beneficiary designations and explaining allowable distribution options to IRA beneficiaries may be the most complex area of administering an IRA program. Now the SECURE Act and CARES Act have dramatically changed the distribution requirements for many IRA beneficiaries. Learn the facts needed to confidently provide IRA beneficiaries with the information required to make informed decisions. This timely session will provide a solid understanding of current IRA beneficiary rules and important considerations.

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 a solid understanding of the new requirements for handling beneficiary accounts starting in 2020.

ABOUT THE AUTHOR

ICBSD