IRA Series: Understanding IRA Beneficiary Designations, Death Distributions and Required Minimum Distributions

Managing IRA beneficiary designations and explaining allowable distribution options to IRA beneficiaries may be the most complex part of administering an IRA program. Designed for IRA staff with operational, reporting or managerial responsibilities or direct IRA owner contact, this session will provide a thorough understanding of the rules and best practices surrounding IRA beneficiary designations and required death distributions. In addition, you’ll learn your responsibilities when calculating, handling, and processing required minimum distributions (RMDs) from Traditional IRA accounts.

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