IRA 15-20 Minute-Session: Options for eligible designated beneficiary: nonspouse

Please join me for 15 minutes as I discuss  the distribution options for non-spouse eligible designated beneficiaries. members only. Not a member? Please join here

Stay after if you want to: ask/listen to questions and get my answers.

Agenda:

• Who is an eligible designated beneficiary
• When the IRA owner dies before the RBD:  rules for eligible designated beneficiaries-non spouse
• When the IRA owner dies on or after the RBD:  rules for eligible designated beneficiaries-non spouse
• How the 10-year rule really works for designated beneficiaries - per the proposed RMD regulations

Zoom invitation will be sent out.

Included: An article explaining the rules. Please feel to share the article with your contacts.

Questions? please send me an email at:denise@applebyconsultinginc.com \