Start Date: 8/6/2020 1:00 PM MDT
End Date: 8/6/2020 2:30 PM MDT
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.