New Rules Regarding IRA Beneficiary PayoutsFriday, March 6th 2020
10:00 am - 11:30 am CT
Length: 1 hr 30 min Sponsored by Credit Union Webinars
The long-awaited SECURE Act was signed into law on December 20, 2019. Most of the provisions affecting IRAs are in effect as of January 1, 2020 including huge changes to Beneficiary Payout Options.
Everyone who has any contact with IRAs must know this important information ASAP to make sure old Beneficiary Options are not used for IRA owners who died beginning in 2020.
Who Should Attend?
Everyone even remotely involved in discussing, selling, administrating and processing IRAs should attend. This includes, member service reps, new account reps, operations, call center reps, trust officers, investment advisers and anyone else who doesn't want to give wrong information to their clients or members.