September 16, 2024
Choosing IRA Beneficiaries is Like Choosing from a Box of Chocolates
Join Advanced Sales on Oct 3 and Nov 7 for a 2-part webinar series on final regulations and their impact on IRA beneficiaries.
On July 19, 2024, the Internal Revenue Service and the Treasury Department published Required Minimum Distributions (RMDs) Final Regulations. The regulations are effective as of September 17, 2024 and reflect changes made by the SECURE Act and the SECURE 2.0 Act. This means that the new Final Regulations effectively start with RMDs required to be taken in 2025.
For more on this topic –
Join National Life Group’s Advanced Sales Team to hear more about the distribution choices that IRA beneficiaries – both individuals and trusts – have with an inherited IRA. Part One of the series will focus on individual beneficiaries and Part Two will review trusts as beneficiaries. Each webinar offers one CPE Credit for CPAs that register, attend, and answer three polling questions throughout the webinar.
CPAs: When registering for these webinars, please select “CPA” as your profession below if you want to receive a CPE credit for attending.
Choosing IRA Beneficiaries is Like Choosing from a Box of Chocolates
Presented by the Advanced Sales Team
Plan! So you know what they’re gonna get.
If you’d like to read our high-level summary on Final RMD Regulations before the webinar, please click the image below for the complete article.
The Answer, My Friend, is No Longer Blowin’ in the Wind
You have direct access to the Advanced Sales Team for case consultation and point-of-sale support.
Learn more about the team on NationalLife.com
Need Help? Contact us at 1-800-906-3310, Option 1
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Learning Objectives: The attendees will be able to understand the webinar concept at a high level to help them identify needs and introduce the information to clients | Each Webinar Designed for: 1 CPE credit | Course Level: Intermediate | Delivery Method: Group Internet | Prerequisites: None | Advanced Preparation: None | Cost: None Complaints: Complaints should be submitted in a written format to the program sponsor. Cases will be addressed on an individual basis. National Life Group (NASBA I.D. #103339) 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. The 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
