Handling IRAs at Death of a Customer (Webinar)

Member Fee:  $165 per connection
Non-Member Fee:  $265 per connection

Speaker: Debbie Crawford, gettechnical, Inc. 

Click here for brochure

Due to increased level of questions on death distributions, we are offering for the first time a new webinar on setting up inherited IRAs and death distributions. The final regulations are out and the new law and life expectancy tables make this area one of change and new focus for IRA administrators. When your financial institution has a deceased customer and a beneficiary or multiple beneficiaries inherit, the bank is catapulted into the maze of system problems and beneficiary options. Questions arise from your customers. When do pay outs begin? How are the pay outs calculated? Can inherited IRAs be transferred? Who pays the taxes? This is not a workshop for beginners. It is a super training for IRA administrators and IRA support staff. You will receive the updated IRA Handbook.

When
6/4/2018 3:30 PM - 5:00 PM
 

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