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Course Details

IRA Beneficiaries and Distributions

Webinar: ID# 1034385
Recorded CD or On-Demand
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About This Course:
“Base camp, we have a problem!” Here is where our trip down the mountain starts to pick up some difficult maneuvers. I know the answer! I think I know the answer! I thought I knew the answer! Whether you are an IRA “rookie” or an IRA “pro”, you know you have probably had this feeling many times! Oh, that helpless feeling we get when an IRA accountholder asks us anything above the most basic IRA question. If you are searching for a Webinar where you will achieve that higher “comfort level” on these complicated topics, this Webinar is “must-attend”.What You'll Learn:

IRA Beneficiaries

  • Basic difference between primary and contingent beneficiaries
  • Naming an estate or trust as a beneficiary
IRA Distributions includes:

  • IRS penalty exceptions prior to age 59½ and the proper IRS coding
  • Required Annual Notifications for RMDs and Withholding
  • The NINE red flags of beneficiary payouts – including reporting pitfalls
  • Discussion of beneficiary payout options – including spouse, nonspouse, estate and trust
  • Setting up the Inherited IRA and documentation requirements
Who Should Attend

Anyone even remotely involved in IRAs including, frontline, back office, call center, investment department, and trust department personnel will benefit greatly from the thorough discussions of the more complicated aspects of the IRA world. The content is at the intermediate to advanced level with a minimum of two years’ experience recommended. It is assumed that participants have a working knowledge of IRAs.
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IRA Beneficiaries and Distributions
Available on CD or On-Demand formats
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Course Details
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