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Webcasts  >  Upcoming   |   Recorded
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View More Ascensus Webcasts and Conferences

IRA Beneficiary Distributions - Part 1

Ascensus

Aug. 10, 2021
Recorded Online
Webcast

With more baby boomers entering retirement, is your financial organization ready to handle complex beneficiary issues? Many IRA administrators find it difficult to understand the options that are available to IRA beneficiaries.

This is part one of a two-part comprehensive course covering in-depth aspects of Traditional and Roth IRA beneficiary options.

This course also covers beneficiary election deadlines, distribution rules and restrictions, reporting requirements, and year-of-death required minimum distribution issues.

Whether you’re interested in learning the fundamentals or want to explore more advanced topics, Ascensus webinars cover all aspects of retirement, health, and education savings plans.

These webinars also are available for digital download so you can view them when it’s convenient for you and your team.

More Information, How to Register

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