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All presentations by online access or CD are functional for 60 days and
include a presentation outline. Remember,
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applicable changes and for available updates. If a required update occurs during
the 60 days, an updated Presentation / CD and outline will be available for only
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A Surviving Spouse's Options with Respect to Their Spouse's IRA Recorded Webinar
Learn the different options available for spouse beneficiaries, and
how being the sole primary beneficiary is beneficial. Know when
it is not advantageous for the spouse beneficiary to treat the
inherited IRA as his or her own IRA. See how spouse beneficiaries
of Roth IRAs have similar options as traditional IRA beneficiaries.
Spouse beneficiary rules continue to change. The importance of being the sole
primary beneficiary continues.
Topics include:
How does a spouse “Treat it as his or her own IRA ?”
What are the spouse’s other options ?
How is the Life Distribution Method calculated ?
How is the Five-Year Rule calculated ?
How does the 2009 RMD Waiver affect calculations ?
When do Required Distributions start ?
What exceptions apply to the spouse beneficiary ?
How does the date of death affect options ?
Can spouse beneficiaries rollovers funds ?
If so, where ?
Do other beneficiaries affect the spouse’s options ?
What is the required reporting ?