Mar 28, 2024
Join us as we expand on many of our Part A beneficiary consideration topics, including a detailed discussion of beneficiary options for deaths occurring on or after January 1, 2020, and a review of the complex and often confusing successor beneficiary options. This session will also include an explanation of beneficiary separate accounting rules and implications. In addition, you’ll learn about the impact that recent IRS guidance is having on IRA beneficiary distributions.
Wednesday March 27th, 2024
11:00am - 12:00pm EST
TAKE-AWAY TOOLKIT
Employee training log
Interactive quiz
PDF of slides and speaker’s contact info for follow-up questions
Attendance certificate provided to self-report CE credits
AFTER THIS WEBINAR YOU’LL BE ABLE TO:
Confidently discuss beneficiary options for deaths occurring on or after January 1, 2020, including successor beneficiary options
Explain beneficiary obligations under the 10-year rule
Identify when annual life expectancy payments are required
Know about certain beneficiary election deadlines, including the new deadline for a spouse beneficiary to treat an inherited account as his/her own
Understand how to title and report beneficiary distributions on IRS Form 1099-R
Know how to use beneficiary quick reference charts
Who Should Attend
This timely webinar will assist everyone involved with IRA accounts, including service representatives, operations personnel, compliance staff, and administrative personnel. Management, trust department staff, and those who hold insurance or securities licenses will also benefit.
Frank LaLoggia
LALOGGIA CONSULTING, INC.
Live $255
On-Demand $255
Live + On-Demand $375
AyZha Hazelwood, Education Meeting Coordinator
Ahazelwood@indiana.bank
317-387-9380