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Event Date Thu Mar 12 EDT (almost 2 years ago)
Region All
Details

• What are the old rules for IRA nonspouse beneficiary payouts?
• What are the new rules for IRA nonspouse beneficiaries.
• What are the payout rules for successor beneficiaries?
• What "designated beneficiaries" are exempt from the new rules?
• How will the new rules affect the account dormancy rules and escheatment to the State?
• What are the estate planning effects of the new beneficiary payout rules imposed by the Secure Act of 2020?

Who Should Attend?
Everyone even remotely involved in discussing, selling, administrating and processing IRAs should attend. This includes, customer service reps, new account reps, operations, call center reps, trust officers, investment advisors and anyone else who doesn't want to give wrong information to their clients

Speakers

2020 Speaker

Patrice M. Konarik
President, Sunwest Training Corp.