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IRA Beneficiary Distributions – Part 1

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IRA training presented in partnership with Ascensus

Ascensus

 

The SECURE Act made significant changes to IRA legislation, consequently adding a level of complexity to the beneficiary payout rules. Moreover, the IRS has come out with proposed RMD regulations providing guidance with respect to beneficiary options in light of the changes brought about by the SECURE Act. This class is part one of a two-part comprehensive course covering in-depth aspects of Traditional and Roth IRA beneficiary options addressing all the changes resulting from the SECURE Act and proposed RMD regulations, as well as essential topics such as beneficiary election deadlines, distribution rules and restrictions, and reporting requirements.

 

To register for this webinar, please follow these simple steps:

  1. Click "Register for 2024 Webinars" and choose your price point
  2. Complete the "Personal Information" form, using "00000" as your Organization Number
  3. Select the webinars you'd like to attend
    • Please note that webinar times are listed as CST on the Ascensus website. 
  4. Enter the exclusive DISCOUNT CODE 'CCUA10' when completing payment to enjoy 10% off of your purchase

Use Code CCUA10 to Register

 

 

Cooperative Education

  

  

  

Details

August 6, 2024 11:00 am - 12:00 pm EST