Subscribe (Free) to
Daily or Weekly Newsletters
Post a Job

Featured Jobs

Data Administrator II

DWC - The 401(k) Experts
(Remote)

DWC - The 401(k) Experts logo

Temporary Document Specialist

BPAS
(Utica NY)

BPAS logo

Plan Administrator, Defined Benefit & Cash Balance

The Pension Source
(Remote / Stuart FL / NY / TX / Hybrid)

The Pension Source logo

Defined Benefit Plan Consultant/Actuarial Analyst

Sentinel Group
(Remote / Everett MA)

Sentinel Group logo

Regional Vice President, Sales

MAP Retirement
(Remote)

MAP Retirement logo

Strategic Retirement Plan Consultant

Retirement Plan Consultants
(Urbandale IA / Des Moines IA)

Retirement Plan Consultants logo

Retirement Relationship Manager

MAP Retirement
(Remote)

MAP Retirement logo

Plan Consultant - DB/CB

MAP Retirement
(Remote)

MAP Retirement logo

Retirement Plan Consultant

MAP Retirement
(Remote)

MAP Retirement logo

Retirement Plan Consultant

Sentinel Group
(Remote / Everett MA)

Sentinel Group logo

Retirement Plan Administrator

Pattison Pension
(Albuquerque NM / Hybrid)

Pattison Pension logo

View More Employee Benefits Jobs

Free Newsletters

“BenefitsLink continues to be the most valuable resource we have at the firm.”

-- An attorney subscriber

Mobile app icon
LinkedIn icon     Twitter icon     Facebook icon
Webinars
and Podcasts
  >  Upcoming   |   On-Demand
Conferences   >  Upcoming   |   Grouped by Location
All Webinars, Podcasts and Conferences   >  Upcoming   |   Grouped by Sponsor

View More Appleby Retirement Consulting Inc. Webinars, Podcasts and Conferences

Roth IRA Beneficiary Options

Appleby Retirement Consulting Inc.

Dec. 14, 2023
On-Demand
Webinar

What are the beneficiary options for Roth IRAs? Attend a Masterclass taught by Denise Appleby, one of the country's leading IRA experts, and learn the answers. As with most responses to many IRA questions, it starts with “It depends.”

Denise will show you how to get to the right answer by asking the right probing questions. Please join national IRA expert Denise Appleby as she explains how to ensure you provide the correct response to this question.

This ApplebyByte ™ will cover:

  • How to identify the different classes of Roth IRA beneficiaries
  • The Roth IRA distribution options for pre and post SECURE Act 1.0.
  • The Roth IRA beneficiary options by class of beneficiary.
  • Special rules for spouse beneficiaries of Roth IRAs.
  • Roth 401(k) rollover to Roth IRA and the impact on beneficiary options.

More Information, How to Register