In the past 2 years, you have probably fielded lots of questions from your members regarding the many IRA changes and, most specifically, about how they affect beneficiary payouts. This can greatly affect estate and financial planning strategies. Just when we thought we had the answers, in February 2022, the IRS released NEW proposed regulations effecting beneficiary payouts that are expected to take affect this year and make a hybrid of the 'pre-SECURE Act' rules and the new SECURE Act rules that became effective 1/1/2020.
In addition, Congress has passed a sweeping retirement update that will go to the Senate and possibly be passed before the end of the year and signed into law - aka The SECURE Act 2.0. This may extend the age for beginning RMDs from IRAs and have other very substantial changes all to be discussed in this essential Webinar.
Who Should Attend
Anyone who is remotely involved with IRAs and answering member's questions on the old and new IRA distribution rules - especially to beneficiaries. Customer service reps, financial and estate planners, IRA operations department, tellers, call centers and frontline personnel would all benefit from this informative Webinar.