There are no CE Credits for this event.
Access for 30 days after purchase.
The proposed RMD regulations contradict industry interpretations of SECURE Act 1.0 regarding the distribution option for beneficiaries of IRAs and employer plans. However, advisors can help beneficiaries see through the fog of this confusing messaging by taking them on the right path determined by their beneficiary status. This webinar will provide an atlas that the advisor can use to determine the different roadmaps for each beneficiary class and identify tax-efficient solutions where applicable.
Follow Denise Appleby as she takes you through the paths that the different classes of beneficiaries must follow.
Who Should Attend
Anyone who assists beneficiaries, and IRA owners, with planning for distributions from inherited IRAs and employer plans.
Learning Objectives
Advisors who attend this webinar should be able to:
Understand the key questions that an advisor must ask to determine beneficiary options.
Explain the distribution options available to the different classes of beneficiaries.
Identify unique planning opportunities for spouse beneficiaries. And,
Determine corrective steps when a beneficiary misses the deadline for taking required distributions.
Includes IRA Cheat Sheets
50 Minutes
All these items are included in your purchase. 30-days access from date of purchase.