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


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

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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

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