Recording of Webinar/Podcast:-Beneficiary Options for IRA/ Employer Retirement Plans:MP3 N MP4 downl

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