IRA Beneficiary Options

Course Number: IBO1

Course Code: RG 0226

Learn about the different IRA beneficiary rules, regulations and reporting requirements for traditional, SIMPLE and Roth IRAs. Note: This course presents aspects of federal law regarding death distributions to IRA beneficiaries. Individual states may have specific laws that affect IRA beneficiary distributions.
Check with a tax or legal professional to see if your state has additional applicable laws.

Audience: n/a

Prerequisites: n/a

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Member Price: $115.00
Non-Member Price: $155.00
Textbook Charge: $0.00

Credits: 2 CTFA, CISP, CRSP

Length: n/a

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