BEGIN:VCALENDAR VERSION:2.0 METHOD:PUBLISH PRODID:-//Telerik Inc.//Sitefinity CMS 13.3//EN BEGIN:VTIMEZONE TZID:Central Standard Time BEGIN:STANDARD DTSTART:20231102T020000 RRULE:FREQ=YEARLY;BYDAY=1SU;BYHOUR=2;BYMINUTE=0;BYMONTH=11 TZNAME:Central Standard Time TZOFFSETFROM:-0500 TZOFFSETTO:-0600 END:STANDARD BEGIN:DAYLIGHT DTSTART:20230301T020000 RRULE:FREQ=YEARLY;BYDAY=2SU;BYHOUR=2;BYMINUTE=0;BYMONTH=3 TZNAME:Central Daylight Time TZOFFSETFROM:-0600 TZOFFSETTO:-0500 END:DAYLIGHT END:VTIMEZONE BEGIN:VEVENT DESCRIPTION:The SECURE Act and CARES Act have drastically changed IRA distr ibutions for many beneficiaries. Do you understand the changes and complia nce requirements? What about the distribution options? Now is the time to getup to speed!\nLearning Objectives\n\n Understand the fundamental con cepts of the new beneficiary distribution rules under the SECURE Act and C ARES Act\n Recognize the four most common categories of beneficiary des ignations\n Identify proper documentation of beneficiary designations\n Discuss allowable beneficiary distribution options\n \n Revi ew sample quick reference beneficiary options chart\n \n \n Expla in how the IRA owner&rsquo\;s age at death affects beneficiary options\n Determine how your IRA agreement may limit or affect beneficiary choices \n\nManaging IRA beneficiary designations and explaining allowable distrib ution options to IRA beneficiaries may be the most complex area of adminis tering an IRA program. Now the SECURE Act and CARES Act have dramatically changed the distribution requirements for many IRA beneficiaries. Learn th e facts needed to confidently provide IRA beneficiaries with the informati on required to make informed decisions. This timely session will provide a solid understanding of current IRA beneficiary rules and important consid erations. DTEND:20200804T203000Z DTSTAMP:20240328T184949Z DTSTART:20200804T190000Z LOCATION: SEQUENCE:0 SUMMARY:Fundamentals of IRA Beneficiary Designations & Distributions\, Incl uding SECURE & CARES Act Implications UID:RFCALITEM638472305895238045 X-ALT-DESC;FMTTYPE=text/html:
The SECURE Act and CARES Act have drastical ly changed IRA distributions for many beneficiaries. Do you understand the changes and compliance requirements? What about the distribution options? Now is the time to getup to speed!
\nLearning Objectives
\nManaging IRA beneficiary desi gnations and explaining allowable distribution options to IRA beneficiarie s may be the most complex area of administering an IRA program. Now the SE CURE Act and CARES Act have dramatically changed the distribution requirem ents for many IRA beneficiaries. Learn the facts needed to confidently pro vide IRA beneficiaries with the information required to make informed deci sions. This timely session will provide a solid understanding of current I RA beneficiary rules and important considerations.
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