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Speaker, author, teacher, consultant: I teach/consult to financial, tax, and legal professionals about the tax laws that govern IRAs and employer plans

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

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


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.


  • 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 \

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Telephone: 973-313-9877

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