IRA BENEFICIARY MATTERS: DESIGNATIONS, DISTRIBUTION OPTIONS, AND AVOIDING TRAPS

Presenter: Denise Appleby

Description: An explanation of the rules and regulations that govern beneficiary designations, costly mistakes that are often made, and how to help clients avoid making such mistakes. Case studies will be included.

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

Topics Covered:

• Defining the different types of beneficiaries
• Critical deadlines
• Beneficiary distribution options- nonspouse
• Beneficiary distribution options- spouse
• Beneficiary portability rules
• Separate accounting rules
• Case studies
• 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
• Beneficiary Options Quick Reference Guide

Free Technical Consultation: Attendees get two (2)free email technical consultation on the topic covered. To be used within 30-days after attending the webinar.

Cancellation and Refund Policy

• 30-days before the date of the webinar: If you are unable to attend a webinar for which you registered, you will receive a full refund of your purchase price if you cancel at least 30-days before the date of the webinar.
• Less than 30-days before the date of the webinar: Cancellations received during this period are subject to a cancellation fee of $15.00.
• Date of webinar: There are no refunds for cancellations received on the scheduled date of the webinar

Cancellation requests should be sent to Customerservice@applebyconsultinginc.com . Cancellations cannot be done by telephone.