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This 60-minute program will be presented live on: May 17 & 24, 2023 – 10:00-11:00 a.m. CT
Recording available through: August 24, 2023
The SECURE Act made significant changes to IRA rules, that included adding complexity to the beneficiary rules. Is your financial organization finding it difficult to understand the options that are available to IRA beneficiaries? This two-part comprehensive course covering in-depth aspects of Traditional and Roth IRA beneficiary options that addresses all the changes resulting from the SECURE Act, including essential topics of beneficiary election deadlines, distribution rules and restrictions, reporting requirements, and year-of-death required minimum distribution issues.
Diving deeper into the beneficiary options covered in Part 1 of this program, in the second session you will take a more hands-on approach into handling death year RMDs, beneficiary portability, separate accounting rules, and beneficiary reporting requirements that includes special death year reporting.