When Your IRA Customer Dies (Webinar)

Member Fee:  $165 per connection 
Non-Member Fee:  $265 per connection 

Speaker: Debbie Crawford, gettechnical, Inc.

Click here for brochure

Inherited IRAs and death distributions are one of the most complex areas of the IRA Administrator’s job. In this program, we will take you from the death of the account holder to the beneficiary. During the program, we will look at detailed options for spouse and non-spouse beneficiaries. If you have struggled with these in the past, you may want to know how to set up the file, report it properly to the IRS and give clear instruction to the account holder on his or her options. Many errors occur during the transfer of the IRA to the beneficiary and can cause reporting liabilities, double taxation and 50% penalties to the account holders who inherit these accounts. This is a comprehensive approach to death distributions on an IRA that you won’t want to miss.
When
6/17/2019 3:30 PM - 5:00 PM

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