How to Eliminate Delays Obtaining IRA Death Proceeds

How to Eliminate Delays Obtaining IRA Death Proceeds

Featuring: Johni Hays, J.D. FCEP (2020)
Run time: 60 minutes

What was once a simple process has turned into a laborious procedure. The good news is that, led by the efforts of our presenter and a few others, progress is being made toward simplifying the process of obtaining IRA death proceeds.

In this one-hour webinar, Johni Hays, J.D., FCEP, Senior Vice President, Thompson & Associates, teaches you how your nonprofit can get its IRA death proceeds faster and with less hassle.

View this webinar to:

  • Acquire the skills and knowledge to collect IRA proceeds quickly and with less hassle and paperwork
  • Learn what measures our industry has taken to help alleviate the delays and draconian amount of paperwork caused by IRA custodians

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Johni's presentation was excellent—I only wish I knew these insights a couple of months ago as our organization was led down the path of establishing a new account in order to receive proceeds from an IRA. Very informative! Thanks to all for coordinating.

Joan Gambeski, Director of Gift and Legacy Planning, Marist College