2026 Inherited IRAs

This purchase gives you a single license for a single user and should not be shared.

This purchase gives you up to five licenses for five users.

SKU: SWINH Category: On-Demand Webinars Tag: IRA

Overview

Join us for a practical, in-depth 90-minute conversation designed to help professionals navigate the increasingly complex rules governing inherited IRAs. The webinar will address beneficiary classifications and explain how this impacts distribution requirements. Attendees will gain a clear understanding of available payout options available to each beneficiary type.

Topics will include:

Eligible designated beneficiaries such as spouses and minor children
Designated beneficiaries like adult children and other individuals
Non-person beneficiaries

We will discuss:

Lump-sum distribution
Transfer and rollover options for spouse beneficiaries
Five-year rule
Ten-year rule
Life expectancy calculations

Who Should Listen

The seminar is designed for employees in the IRA area and as a refresher for those who only deal with them seasonally.

Level: Basic

Prerequisite: Basic Knowledge of IRA

Advanced Preparation: None

Delivery Method: Group Internet Based

Field of Study: Specialized Knowledge

Copyright Disclaimer

Any recording, transmission, retransmission, or republishing of any portion of this webinar is prohibited.