Event Calendar

Tuesday, March 5, 2024

Webinar - IRA Beneficiary Designations & Distributions Part A: Proper Handling, Responsibilities & Compliance

Start Date: 3/5/2024 9:00 AM MST
End Date: 3/5/2024 10:30 AM MST

United States 

Join this lively presentation regarding financial organizations’ responsibilities and considerations when handling IRA beneficiary designations and distributions. The SECURE Act, SECURE 2.0, and recent IRS guidance have made dealing with beneficiary rules and distributions more complex and challenging.
In Part A of this two-part session, you will learn about many important traditional and Roth IRA issues, including beneficiary election deadlines and certain reporting obligations. There will also be an overview of IRA beneficiary distribution options for deaths occurring prior to January 1, 2020. Part B will explore beneficiary options for deaths occurring on or after January 1, 2020, in greater detail.


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