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IRA Beneficiary Options

Course Description

Learn about the different IRA beneficiary rules, regulations and reporting requirements for traditional, SIMPLE and Roth IRAs. Note: This course presents aspects of federal law regarding death distributions to IRA beneficiaries. Individual states may have specific laws that affect IRA beneficiary distributions. Check with a tax or legal professional to see if your state has additional applicable laws.
90 Minutes
Series: Retirement Management
Roles: Compliance - Internal Audit, Operations & IT, Retail
Accreditation: CISP, CRSP, CTFA
Course Format: Online Self-Paced
Package: Breakthrough

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