IRA Beneficiary Designations under SECURE 2.0 Update is 1-hour CLE webcast providing an update on the IRA Beneficiary Designations under SECURE 2.0 2024 CLE series as a result of the IRS releasing the final regulations on SECURE 2.0 on July 19, 2024. Each of the speakers from the 2024 CLE series will provide the updates from the final regulations on spousal beneficiaries, minor child beneficiaries, non-eligible designated beneficiaries and disabled and chronically ill beneficiaries.
Original Program Date: September 24, 2025
15 Minutes
IRA Spousal Beneficiary Designations
Alfred J. Stashis, Jr., Naples
15 Minutes
IRA Minor Child Beneficiary Designations
Rachel Barlow, St. Petersburg
15 Minutes
IRA Non-Eligible Designated Beneficiaries
Richard R. Gans, Sarasota
15 Minutes
IRA Disabled and Chronically Ill Beneficiaires
Amy J. Fanzlaw, Boca Raton
Course Number:9355
Credit Hours:
General Credit Hours:1
Elder Law Credit Hours:1
Wills, Trusts, and Estates Credit Hours:1