Webinar Registration

Retirement Accounts Masterclass Session #4:
PASS IT ON Beneficiary Planning, SECURE Act Rules, and Inherited Retirement Accounts

Boost Your Client's Retirement Savings and Income Planning outcomes and reduce out-of-pocket costs - CE Credit Available

Wednesday, October, 28

12:00pm ET

150 minutes

Earn 2 CE credit Trusted by 10,000+ financial advisors

Denise Appleby, Appleby Consulting

What You'll Learn

Session Outline

Topics	Time	Key Discussion Points
Beneficiary decision framework	10 minutes	Account, owner, date-of-death, and beneficiary variables
Beneficiary classifications	15 minutes	Designated, eligible designated, and non-designated beneficiaries
Surviving spouse planning	20 minutes	Own-account treatment, inherited status, rollover, and timing
Nonspouse and 10-year rule planning	25 minutes	Annual distributions, deadline, and tax planning
Trusts as beneficiaries	25 minutes	See-through rules, trust types, and special beneficiaries
Estates, charities, minors, and special situations	10 minutes	Nonindividual and specialized beneficiary outcomes
Successor beneficiaries and administration	10 minutes	Year-of-death RMD, retitling, division, and reporting
Beneficiary audit and common mistakes	5 minutes	High-risk designation and administration errors

Webinars are for Financial professionals only. Exceptions may be made for clients of Finacial experts Network subscribers.

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What You'll Learn

Session Outline

Topics	Time	Key Discussion Points
Beneficiary decision framework	10 minutes	Account, owner, date-of-death, and beneficiary variables
Beneficiary classifications	15 minutes	Designated, eligible designated, and non-designated beneficiaries
Surviving spouse planning	20 minutes	Own-account treatment, inherited status, rollover, and timing
Nonspouse and 10-year rule planning	25 minutes	Annual distributions, deadline, and tax planning
Trusts as beneficiaries	25 minutes	See-through rules, trust types, and special beneficiaries
Estates, charities, minors, and special situations	10 minutes	Nonindividual and specialized beneficiary outcomes
Successor beneficiaries and administration	10 minutes	Year-of-death RMD, retitling, division, and reporting
Beneficiary audit and common mistakes	5 minutes	High-risk designation and administration errors

Webinar Description

Learning Objectives

• Classify beneficiaries under the post-SECURE Act framework.

• Determine the applicable inherited-account distribution period using the owner’s date of death, required beginning date, account type, and beneficiary classification.

• Compare the inherited-account options available to surviving spouses.

• Evaluate the consequences of naming individuals, trusts, estates, or charities as beneficiaries.

• Identify when annual distributions may be required during a 10-year payout period.

• Diagnose common beneficiary-designation and post-death administration errors before irreversible action occurs.