In the past 2 years, you have probably fielded lots of questions from your clients regarding the many IRA changes and, most specifically, about how they affect beneficiary payouts. This can greatly affect estate and financial planning strategies. Just when we thought we had the answers, in February 2022, the IRS released NEW proposed regulations effecting beneficiary payouts that are expected to take affect this year and make a hybrid of the ‘pre-SECURE Act’ rules and the new SECURE Act rules that became effective 1/1/2020.
In addition, Congress has passed a sweeping retirement update that will go to the Senate and possibly be passed before the end of the year and signed into law – aka The SECURE Act 2.0. This may extend the age for beginning RMDs from IRAs and have other very substantial changes all to be discussed in this essential Webinar.
What You’ll Learn
Who Should Attend?
Anyone who is remotely involved with IRAs and answering client’s questions on the old and new IRA distribution rules – especially to beneficiaries. Customer service reps, financial and estate planners, IRA operations department, tellers, call centers and frontline personnel would all benefit from this informative Webinar.
Continuing Education (CE) Credits
This webinar is recommended for 2.5 CE Credit Hours. Each attendee will receive a Certificate of Attendance for self-reporting of CE Credits.