This four part series includes the following webinars. Click each link for a complete description of what will be covered in each session. Each Webinar can also be purchased individually.
Covered Topics
IRAs Part 1 – Start with the Basics
Let’s introduce you to the basic IRA terminology, forms and plan types. We’ll give you a jump-start to build the IRA foundation.
IRAs Part 2 – QP and IRA Rollovers vs. Transfers
If there is any confusion in the IRA world, it is the use of the words “rollover” vs. transfer when moving a Qualified Plan to an IRA and/or an IRA to an IRA. There are 3 main questions that need to be asked when receiving money that has previously been part of a QP or an IRA.
IRAs Part 3 – Distributions and Beneficiary Payouts
On January 1, 2020, the SECURE Act became effective with some of the most sweeping distribution changes we’ve had to IRAs since 2002. In addition, the life expectancy tables are being updated for 2021 distributions. Lots to catch up on!
IRAs Part 4 – How to Audit Your IRA Files
Now that you’ve been dropped into the IRA department without training, how do you know what to keep and what to toss as far as IRA documents go? Add on to that, your bank just purchased another institution and you have to go through all their IRA files, too!!
Who Should Attend?
Anyone who works with IRAs in any capacity will benefit from this webinar series.
Continuing Education (CE) Credits
This webinar is recommended for 2.5 CE Credit Hours. Each attendee will receive a Certificate of Attendance for self-reporting of CE Credits.