Member Fee: $165
Non-Member Fee: $265
Speaker: Debbie Crawford, gettechnical, inc
SECURE Act changes rules for Beneficiaries
The general rule is now a 10-year payout. Who can still use life expectancy? Which life expectancy? How do we calculate the life expectancy? All of these questions will be addressed in this 90 minute webinar.
Topics include:
- Who is designated and who is an eligible designated beneficiary?
- What is payout for someone who is disabled or chronically ill?
- What is payout for someone who is spouse?
- What is payout for a minor or sibling?
- What about successor beneficiaries?
- How do we determine the 10 years for designated beneficiaries?
- How are accounts set up and reported?
You will receive:
- Case Studies
- Updated IRA Handbook flowcharts