IRA Beneficiary Designations & Distributions Part B: Beneficiary Distribution Options & Considerations 2024 | Community Bankers Webinar Network | 27 March 2024 | Webinar
Venue
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| Event Date |
Thu Mar 28 UTC (9 months ago)
In your timezone (EST): Wed Mar 27 8:00pm - Wed Mar 27 8:00pm |
| Location | Webinar |
| Region | All |
Details
Although they can seem endless, there are a finite number of beneficiary distribution options available.
Can you confidently handle each one? What about when the death of an owner comes into play? Are you up to speed on recent IRS guidance for beneficiary distributions? Don’t miss the opportunity to get expert insight with this two-part series.
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
Join us as we expand on many of our webinars beneficiary consideration topics, including a detailed discussion of beneficiary options for deaths occurring on or after 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.
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.
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
Speakers
2024 Speaker
PRESENTER:
Frank J. LaLoggia
Registered Representative, Laloggia Consulting, Inc.