IRA Beneficiary Designations & Distributions Part B: Beneficiary Distribution Options & Considerations
On-Demand Webinar:
StreamedMar 28, 2024Duration90 minutes
- Unlimited & shareable access starting two business days after live stream
- Available on desktop, mobile & tablet devices 24/7
- Take-away toolkit
- Ability to download webinar video
- Presenter's contact info for questions
Although they can seem endless, there are a finite number of beneficiary distribution options available.
Can you confidently handle each
one? What about when the death of an owner comes into play? Are you up to speed
on recent IRS guidance for beneficiary distributions? Don’t miss the
opportunity to get expert insight with this two-part
series.
AFTER THIS
WEBINAR YOU’LL BE ABLE TO:
- Confidently discuss beneficiary options for deaths occurring on or after January 1, 2020, including successor beneficiary options
- Explain beneficiary obligations under the 10-year rule
- Identify when annual life expectancy payments are required
- Know about certain beneficiary election deadlines, including the new deadline for a spouse beneficiary to treat an inherited account as his/her own
- Understand how to title and report beneficiary distributions on IRS Form 1099-R
- Know how to use beneficiary quick reference charts
WEBINAR DETAILS
Join us as we expand on many of our Part A
beneficiary consideration topics, including a detailed discussion of
beneficiary options for deaths occurring on or after January 1, 2020, and a
review of the complex and often confusing successor beneficiary options. This
session will also include an explanation of beneficiary separate accounting
rules and implications. In addition, you’ll learn about the impact that recent
IRS guidance is having on IRA beneficiary distributions.
WHO SHOULD ATTEND?
This timely webinar will
assist everyone involved with IRA accounts, including service representatives,
operations personnel, compliance staff, and administrative personnel.
Management, trust department staff, and those who hold insurance or securities
licenses will also benefit.
TAKE-AWAY TOOLKIT
- Employee training log
- Interactive quiz
- PDF of slides and speaker’s contact info for follow-up questions
- Attendance certificate provided to self-report CE credits
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.
Presented By
LaLoggia Consulting, Inc
This Webinar Appears In
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