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.