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.