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IRA Toolkit: 2020 Quick Reference Guide for IRAs

Fully updated based on SECURE Act and CARES Act provisions



This essential toolkit provides a simplified summary of the rules that apply to IRAs and rollovers from employer plans. This information is provided in a table format and addresses many of the most common questions.

This Quick Reference Guide includes:

A summarized and simplified explanation of the rules that apply to IRAs and rollovers from employer plans.This guide does not provide detailed information, but addresses some of the most common questions. This toolkit allows users to save time that would otherwise be spent on research on the following topics:

  1. RMD Overview for IRAs and Employer Plans
  2. IRA Beneficiary Options When the Surviving Spouse Is the Sole Primary Beneficiary
  3. IRA Beneficiary Options When the Primary Beneficiary Is a Nonspouse or Spouse Who Is Not the Sole Primary Beneficiary
  4. IRA Beneficiary Options
  5. 2020 Rollover and Transfer Rules for Beneficiaries


Product Format/Delivery:

The toolkit is delivered electronically in a 16-page PDF file. After your order has been placed, you will receive the toolkit as an email attachment within one business day.

Refund Policy:

Please note that refunds are not available for this product.

Click here to see our list of CPE courses related to IRAs and retirement accounts.

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