IRAs - 3 Part Webinar Series

This is a three-part series. The prices below include registration to all three sessions. Individual registrations can be placed by clicking on the following links.

Part 1 - Introduction to IRAs - Tuesday, January 24th, 2017
For those who are new to IRAs or need a refresher, this webinar provides the fundamentals of Traditional and Roth IRAs. It covers IRA contributions, distributions, and portability, including the rules associated with rollovers between employer-sponsored retirement plans and IRAs.

Part 2 - IRA Rollovers and Transfers have changed, are you prepared? - Tuesday, January 31st, 2017 
Retirement plan portability can be confusing, not only for IRA owners and plan participants, but for financial organization personnel. The differences between a rollover and a transfer, and a direct and indirect rollover are just a few of the topics that will be discussed during this session. This webinar also touches on designated Roth account assets.

Part 3 - Top 10 IRA Issues - Friday, February 17th, 2017
Although not quite as funny as other Top 10 Lists, this webinar will provide an interesting and unique perspective on the Top 10 IRA issues facing financial organizations today.

Covered Topics

Introduction to IRAs
  • Describe and list the tax benefits of an IRA
  • Recognize types of annual contributions
  • Explain contribution eligibility and the deadline to make an annual contribution
  • Identify the methods of moving assets between IRAs and between employer-sponsored retirement plans and IRAs
  • State the early distribution penalty tax exemptions
IRA Rollovers and Transfers have changed, are you prepared?
  • Differentiate between rollovers and transfers
  • Compare direct and indirect rollovers between IRAs and employer-sponsored retirement plans
  • Understand how to accurately document transfers and rollovers
  • Discuss how rollovers are reported to the account owner and to the IRS
Top 10 IRA Issues
  • Discuss the most current top issues surrounding IRAs that financial organizations frequently encounter
  • Understand the requirements, restrictions, and tax implications of completing a "backdoor Roth" conversion
  • Evaluate succession planning for your IRA program
  • Identify the opportunities for clients who are rolling over a mix of pretax and after-tax money from their 401(k) plans
  • Examine advanced reporting issues, including worthless assets
  • Explain the particulars and debunk the common misconceptions of the one-per-12-month rollover rule

Who Should Attend?

Those responsible for IRA compliance or operations at their financial organization will benefit from these programs.


Connection Error #D55. For immediate assistance, please use our online chat (lower right corner of this page).
   OnDemand Recording - $585   
   CD-ROM - $665