Webinar Registration

What is the ‘Right’ Option for a Spouse Beneficiary?
Boost Your Client's Retirement Savings and Income Planning outcomes and reduce out-of-pocket costs - CE Credit Available
Thursday, August, 10
|
ET
|
75 minutes
Earn 1 CE credit Trusted by 10,000+ financial advisors
Denise Appleby
Denise Appleby, MJ, CISP, CRC, CRPS, CRSP, APA
Retirement Consultant Appleby Retirement Consulting

What You'll Learn

Spouses who inherit IRAs and employer plan assets have more options than those available to other beneficiaries. But what is right for one spouse beneficiary might not be for another. An advisor must profile a spouse beneficiary and make a recommendation based on the facts and…

Read More
Webinars are for Financial professionals only. Exceptions may be made for clients of Finacial experts Network subscribers.
Register Now
Name
Check all the boxes for the type of CE credits you require?
This question is for testing whether or not you are a human visitor and to prevent automated spam submissions.
What You'll Learn
No content added
Webinar Description

Spouses who inherit IRAs and employer plan assets have more options than those available to other beneficiaries. But what is right for one spouse beneficiary might not be for another. An advisor must profile a spouse beneficiary and make a recommendation based on the facts and circumstances that applies to that spouse.

Join retirement plan expert Denise Appleby as she explains how choosing the right option can create tax-saving opportunities for your clients who inherit retirement accounts from their spouses.

Attendees will learn: 

  • A Spouse's Rights when named as Beneficiary
  • How Rollover Rules
  • Income and Estate Tax Implications for Spousal Beneficiaries
  • Required Minimum Distribution (RMD) rules for Spousal Beneficiaries 

*CE/CPE Eligible: 1 CE credit is available to subscribers with these designations: CFP, CLU, ChFC and RICP. CPA subscribers will earn 1 CPE credits.

Field of Study: Specialized Knowledge

Prerequisites: There are no prerequisites for this session.

Advanced Preparation: None

Program Level: Basic

Delivery Method: Group Internet Based

NASBA Approved

Financial Experts Network (Sponsor Id#: 145173) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.