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Securing Your Knowledge of SECURE: IRA Beneficiary Designations under SECURE 2.0. Part 1 of 4: Spousal Beneficiaries
Credit(s):
1 CLE
Course Number:
8266
Original Program Date:
March 13, 2024
Duration:
1 hour
Access:
Available for 90 days after Registration (04/22/2025)
Securing your knowledge of SECURE: IRA Beneficiary Designations under SECURE 2.0 CLE will be a series of 4 1-hour noontime CLE Webcasts that address different retirement account beneficiary designations. Part 1 will be addressing spouses as beneficiaries, including the new rules under Section 327 of the Act. Make sure you are advising your surviving spouse clients on the correct election! Save the date for Part 2 on April 17, 2024 addressing minor child beneficiaries; Part 3 on May 8, 2024 addressing non-eligible designated beneficiaries; and June 12, 2024 addressing disabled and chronically ill beneficiaries.
Securing your knowledge of SECURE: Making Sense of Retirement Plan Beneficiary Designations under SECURE 2.0. Part 1 of 4: Spousal Beneficiaries Alfred J. Stashis, Jr., Naples
1 CLE
1 Elder Law
1 Wills,Trusts, & Estates
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(Downloadable Audio) Securing Your Knowledge of SECURE: IRA Beneficiary Designations under SECURE 2.0. Part 2 of 4: Minor Child Beneficiaries
(Online Seminar (On-Demand)) Securing Your Knowledge of SECURE: IRA Beneficiary Designations under SECURE 2.0. Part 2 of 4: Minor Child Beneficiaries
(Downloadable Audio) Securing Your Knowledge of SECURE: IRA Beneficiary Designations under SECURE 2.0. Part 3 of 4