Understanding Death Distribution Options

This pre-recorded webinar will be available starting February 15, 2023. Watch as many times as you want and follow along with our reproducible outline so you don't miss anything important.

This webinar will cover topics such as:

   - Beneficiary Designations

   - Death Distribution Options

   - When the 5-Year Rule Applies

   - The New 10-Year Rule

   - Updated for New IRS Regulations

After watching the webinar, take advantage of the FREE phone-in Q&A session!