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

  • 31 May 2018
  • 1:00 PM - 2:00 PM
  • Time is in Eastern Time / Webinar

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  • Clients with active consulting memberships get free access to most webinars.

    To sign up for membership , copy and past this URL to your browser http://iraeducationcenter.com/Registration

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Presenter:  Denise  Appleby

 

Fee: $29 for nonmembers . Free for members


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. 

NO PRE-APPROVED CE CREDITS. YOU MAY CHECK WITH YOUR EDUCATIONAL ORGANIZATION FOR CE ELIGIBILITY

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

 

Learning Objectives

  • To learn about the steps that should be taken to avoid mistakes with moving inherited retirement accounts
  • To be able to identify the different types of beneficiaries
  • To understand the distribution options available to beneficiaries
  • To identify the deadlines that apply to inherited retirement assets and the steps that must be taken  and elections that must be made to meet such deadlines
  • To understand the penalty that could apply when beneficiaries do not meet distribution deadlines, and when such penalty could be waived
  • To understand the transfer and rollover rules that apply to beneficiaries

Please Note: We will send you the information to dial into the webinar at least 24 hours prior to the scheduled start time.

 

SPACE IS LIMITED. REGISTER NOW AND RESERVE YOUR SPOT

 

If you are unable to attend: 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.

Please see our cancellation policy herehttp://iraeducationcenter.com/page-1836478

 

 

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