2023 Handling Inherited IRAs and Deceased Customer Web Rec

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

Speaker:  Debbie Crawford, gettechnical, inc

During this program we will cover what actions to take when your IRA Customer dies.  From type of payouts to types of beneficiaries, we will cover all the changes that were made into regulation.

Highlights include: 

  • 4 types of beneficiaries
  • Types of payout options
  • Paying the last RMD
  • Styling of the inherited IRA Accounts
  • See-through trusts
  • Estates as beneficiaries
  • Roth IRAs
  • Tax reporting and set up
  • Common Errors
9/25/2023 - 3/25/2024

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