Beneficiary Options for IRAs and Employer Sponsored Retirement Plans - Designations, Distributions and Avoiding Traps

Presenter: Denise Appleby

Fee: Free- members only access. Click 'show details' for more information  ( PLEASE NOTE: Because this webinar is available only to our members, you are able to register only if you log in).

Description: Refresher and seasonal tips for the IRA/Tax season. Focus on IRAs and employer plans for small businesses.

Target Audience: Financial Advisors | Tax professionals | Financial professionals, including the staff at Credit Unions, Banks, Brokerage Firms and other financial institutions

Topics Covered:          

• Defining the different types of beneficiaries
• Critical deadlines
• Beneficiary distribution options- nonspouse
• Beneficiary distribution options- spouse
• Beneficiary portability rules
• Separate accounting rules
• Beneficiary traps and how to avoid them

Q & A Session

Please Note: We will send you the information to dial into the webinar at least 48 hours prior to the scheduled start time.

Handouts:

Copy of PowerPoint presentation

Price is per dial-in location

Cancellation Policy: If you register and are unable to attend, please let us know so that we can send you a link to a recording of the webinar.