Event Calendar

Tuesday, August 25, 2020

Webinar - Advanced IRA Beneficiary Issues: Death Distribution Calculations, Trusts, Successors & More

Start Date: 8/25/2020 1:00 PM MDT
End Date: 8/25/2020 2:30 PM MDT

United States 

The SECURE Act has dramatically changed the distribution requirements for many IRA beneficiaries. The CARES Act provides IRA beneficiaries with required distribution relief for the 2020 tax year. This webinar will provide you with the detailed information and reference tools needed to confidently provide IRA beneficiaries with the facts they need to make educated decisions. Join us for an in-depth discussion of the new rules impacting IRA beneficiary designations and required death distributions.
Attendance certificate provided to self-report CE credits.