Webinar Do-Over:Options for eligible designated beneficiaries: nonspouse

  • 22 Sep 2022
  • 12:00 PM - 1:00 PM

Registration


Registration is closed

20 minutes was not enough.

Therefore, I am doing another webinar on the options for eligible designated beneficiaries.

This time, we will go longer and take it slower.

Please join me 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 \

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Grayson, GA 30017

Telephone: 973-313-9877
Fax: 888-524-3120

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