Event Profile

The SECURE Act introduced major changes to IRA rules, adding new complexity to how beneficiary payouts are handled. The IRS has also proposed updated RMD regulations to guide beneficiary options under these changes.

This session, part one of a two-part series, explores Traditional and Roth IRA beneficiary options in detail. We’ll cover the impact of the SECURE Act and proposed RMD regulations, along with key topics such as beneficiary election deadlines, distribution rules and restrictions, and reporting requirements.

Learning Objectives:

Learn how the SECURE Act changes IRA beneficiary rules.

Compare beneficiary treatment for Traditional vs. Roth IRAs.

Review reporting and documentation requirements for IRA distributions under updated regulations.

Duration: 60 minutes

Presented live and recorded on 06/02/26.