This self-study course is a Premium course. Beneficiaries must take required minimum distributions (RMD) from the IRAs and employer plana account they inherit. However, the options for distributions are determined by the class in which a beneficiary fall. Beneficiaries can maximize the tax-deferred advantage of their inherited accounts by stretching distributions over the longest period available. This course will help advisors advise beneficiaries of their distribution options and obligations.
Click link below to download power point presentation related to webinar.
Click link below to view the video of this webinar - To take the quiz in order to earn CE you must watch the videos in their entirety.
Click link below to view the video of this webinar - To take the quiz in order to earn CE you must watch the videos in their entirety.