Start Date: 7/27/2021 1:00 PM MDT
End Date: 7/27/2021 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. Handling traditional IRA required minimum distributions (RMDs) isn’t far behind. This timely session will address beneficiary designations and RMDs, including recent rule changes and implications as a result of the SECURE Act, which significantly altered the rules surrounding required death distributions and required minimum distributions. If you interact with owners, have IRA operational, reporting, or managerial responsibilities, this session will provide a solid understanding of current rules and important considerations.
Attendance certificate provided to self-report CE credits.