Inherited IRAs for Non-Spouse Beneficiaries Recorded Webinar

With more and more non-spouses being named as IRA beneficiaries, this complicated area is thoroughly reviewed. Learn how the inherited IRAs are established, administered, titled and reported.
See how the 2009 RMD Waiver does NOT affect all beneficiaries
equally and how it affects future years. The differences between
Qualified and Non-Qualified Trusts, and how that affects beneficiary distributions is also reviewed.

With the aging of America in full stride, more and more IRA accountholders are naming non-spouse beneficiaries. Inherited IRAs, especially for non-spouse beneficiaries is one of the two most complicated areas of IRA administration...AND GROWING RAPIDLY. In the coming years this area of IRA administration will likely be most time consuming. Is your financial institution prepared for it ?

This webinar will explain all the areas of this important and compliance-heavy topic including:

New 2009 Rules and Procedures
What are Inherited IRAs ?
How are Inherited IRAs Established and with What Documentation ?
How are they titled ?
What are the Non-Spouse Beneficiary Options and Requirements for Distributions ?
Discover How the Three Types of Beneficiaries Have Different Options
How are Non-Spouse Beneficiary RMDs Calculated ?
Learn How Many Exceptions there are
What is the Beneficiary's Required Beginning Date ?
What are the Penalties for Non-Compliance ?
Learn the Difference Between the One-Year Reduction and Attained Age calculations
What is a Qualified Trust ?
What is Separate Accounting and How does it Complicate Beneficiary Calculations ?
See How the Inherited Roth IRA Beneficiary Options Differ ?
What is a Qualified Beneficiary Disclaimer ?