IRAs—Death Distributions - 2022
Presented by
Deborah Crawford
Recorded on June 9, 2022
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The SECURE Act brought many changes to IRAs on death distributions. We are only beginning to understand the ramifications of this changes because of the skip in the COVID year. Learn to distinguish what kind of beneficiary your customer is and what options the customer has to choose from. There are many errors made on inherited IRAs so this webinar gives you checklists, flowcharts and tools to get it right.
Program Highlights:
-Understanding the types of beneficiaries
-Learn about disclaimers
-Setting up and paying out an inherited IRA
-Common errors and pitfalls
-Breaking down the 5 year rule, 10 year rule and life expectancy payments
-Styling the inherited IRA
-Treating the IRA as your own if a spouse
-What to do if the beneficiary is a trust
-What to do if the beneficiary is an estate or charity
-IRS Reporting and documentation
What you will receive:
600+ IRA Handbook
Deborah Crawford
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