Event Calendar

Tuesday, July 19, 2022

Webinar - Advanced Beneficiary & RMD Considerations

Start Date: 7/19/2022 9:00 AM MDT
End Date: 7/19/2022 10:30 AM MDT

United States 

This session will provide a timely, detailed discussion of the rules surrounding beneficiary designations, the new distribution requirements under the SECURE Act, and the recently issued Proposed Required Minimum Distribution Regulations.  This session will provide the most up-to-date information needed to fully understand the impact of recent guidance when handling IRA required minimum distribution and beneficiary death distribution requests.


Preferred Providers