webinar register page

Webinar banner
Solving Beneficiary Distribution Issues
Avoiding mistakes when beneficiaries inherit IRAs and workplace retirement plans will be discussed. The taxation and income tax withholding rules, specific beneficiary issues including documentation, minors, powers of attorney, and special rules when dealing with trusts, will also be discussed.

Sep 30, 2021 02:00 PM in Eastern Time (US and Canada)

Webinar logo
* Required information
Registration fee $159.00USD
Pay and Register Secured by