Event Profile

Building on the foundation from IRA Beneficiary Distributions – Part 1, this second session takes a deeper, more practical look at beneficiary rules under the SECURE Act and proposed RMD regulations

We’ll move beyond the basics into a hands on exploration of key operational requirements, including year of death obligations, beneficiary portability, and separate accounting rules. You’ll also gain clarity on critical deadlines for beneficiary determination and the reporting requirements that ensure compliance.

Designed to complement Part One, this session equips you with the tools to confidently navigate complex beneficiary scenarios and apply the rules in real world situations.

Learning Objectives:

• Gain hands-on experience on how to handle beneficiary distributions.
• Understand the year-of-death requirements for IRA beneficiaries and their impact on distribution timing.
• Identify and meet the beneficiary determination deadline to ensure compliance with IRS regulations.

Duration: 60 minutes

Presented live and recorded on 06/03/26.