This course gives in-depth instruction on the distribution options for beneficiaries of Traditional and Roth IRAs (Individual Retirement Arrangements), employer-sponsored plans and other tax-preferred accounts. For companies that work directly with beneficiary distributions, or advise account holders on these options, this training helps professionals develop expertise.

In this advanced course, you will learn:
• How to determine distribution options each beneficiary type has
• The unique taxation of beneficiary IRAs
• How benefactor death and beneficiary distributions are reported
• The best methods for handling multiple beneficiaries
• Why life-expectancy calculations are important for distributions