June 26, 2024: What Happens When an IRA Owner Dies? (Webinar)


Wednesday, June 26, 2024 (12:00 p.m. – 1:45 p.m.)
2 CPE Credits
Course Fee: $119.00
Location: Zoom Webinar
Course Level: Intermediate
Advanced Preparation: None

Since the enactment of SECURE, the rules regarding post-death distributions from IRAs have raised many questions.  The Treasury has issued proposed regulations and numerous pronouncements to attempt to clarify what beneficiaries must do.  In this webinar, we will review what is required based on the classification of a particular beneficiary and discuss the Treasury’s position on the timing of the rules.

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Katz Tax Seminars, LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Spon-sors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.

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