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IRA Beneficiary Distributions, Part 2


Aug. 15, 2024
10:00 a.m. ET

Diving deeper into the beneficiary options covered in IRA Beneficiary Distributions – Part 1, in this session you will take a more hands-on approach to handling certain year-of-death requirements, beneficiary portability, separate accounting rules, the beneficiary determination deadline, and beneficiary reporting requirements. For a deeper dive into advanced beneficiary issues, see IRAs: Handling Complex Death Claims and IRA Trust Beneficiary Issues and How to Handle Them.

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