IRA Beneficiary Distributions - (2 Parts) - Fa20

Course Length
90 mins



Upcoming Sessions


Presented by: Ascensus 

This two-part program will be presented live on: November 18 & 25, 10:00-11:30 a.m. Central Time
Recording available through: February 25, 2021
Price: $545


With more baby boomers entering retirement, is your financial organization ready to handle complex beneficiary issues? Many IRA administrators find it difficult to understand the options that are available to IRA beneficiaries. This is a two-part comprehensive course that covers in-depth aspects of Traditional and Roth IRA beneficiary options. This course also covers beneficiary election deadlines, distribution rules and restrictions, reporting requirements, and year-of-death required minimum distribution issues.  Advanced aspects of Traditional and Roth IRA beneficiary options—including beneficiary disclaimers, distributions to trust beneficiaries, reporting issues, and compliance concerns will be covered in part two.

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