IRA Series: IRA Beneficiary Designations & Distributions: Options, Best Practices & Compliance

Effective 1/1/25, the final RMD regulations changed beneficiary distribution options and compliance considerations considerably. These changes necessitate review - and very likely revisions - of your organization's standing policies and procedures. This course will cover the changes you can make, the changes you should make, and the changes you must make to ensure you remain both in compliance, and best positioned to provide top-notch service to your inherited IRA holders. With old rules grandfathered in and now new rules, it’s easy to get frazzled. This program will help.

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.