WEBINAR

IRAs Beyond the Basics – Rollovers and Transfers Webinar

CFT Credits: 0.25

As we continue our journey down the mountain, we come to the most abused terminology in IRAs. Everyone knows you can only do one rollover from your total IRA plans in a 12 month period – right? But what does that once-per-12-month rule apply to – IRA rollovers? QP Rollovers? Conversions? As you can see below, this is a jam-packed informational Webinar.

Webinar Description and Audience

As we continue our journey down the mountain, we come to the most abused terminology in IRAs. Everyone knows you can only do one rollover from your total IRA plans in a 12 month period – right? But what does that once-per-12-month rule apply to – IRA rollovers? QP Rollovers? Conversions? As you can see below, this is a jam-packed informational Webinar.

Covered Topics

  • Why is it important to QUALIFY the money coming into the financial institution?
  • What are the three questions that should be verified?
  • What is the IRS definition of an IRA for rollover qualification purposes?
  • What happens if an IRA accountholder exceeds the once-per-12-month rule?
  • What are the exceptions for the 60 day time period where the customer can “self-certify” the rollover is still allowed?
  • What are the alternatives to moving money from IRA to IRA if not a “rollover”?
  • Which IRA Forms are used and how is the movement reported to the IRS?
  • When does the financial institution have to verify transactions with the other institution?
  • What’s the difference between an IRA Transfer, an IRA Rollover and a Qualified Plan Rollover?
  • Moving money from a Traditional to a Roth or QP to a Roth – Conversion vs. Rollover?
  • What is the new change regarding recharacterizations?
  • Most importantly…How do we correctly code the transactions above to the IRS?

This is Part II of a four-part series. You can attend all the sessions to obtain the most comprehensive information or any part in the series independently.

You are encouraged to have a sample of the IRA forms your bank is currently using for your review during the session including: IRA Contribution forms, Distribution Forms and Rollover Review/Certification Forms.

Who Should Attend?

This is the Part II in a four-part series and is a “must-attend” Webinar for anyone – even remotely – involved in IRAs including, frontline, back office, call center, investment department, and trust department personnel.

“I have attended many of Patrice’s live seminars, she is a great trainer and is so knowledgeable on the IRA products.” — Rhonda Prasifka, Citizens State Bank

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.

Viewing Option Descriptions

LIVE WEBINAR:

INCLUDES SEVEN DAYS OF ONDEMAND PLAYBACK!  With this option, you will participate in the webinar (via the internet) as it is being presented. You will login to the webinar on your PC to view the PowerPoint presentation, and you have the option of using your PC speakers or a telephone for the audio. You can type and send your questions to the instructor. Many companies are now running their PC through an LCD projector allowing many employees to participate at the same time.

SIX MONTH ONDEMAND VIDEO RECORDING:

With this option, you will receive an e-mail that contains a link to the PowerPoint slides (to download, print, and copy) as well as a link to the media player where you will view and hear the entire webinar just as it was delivered, featuring the full-color PowerPoint presentation with audio. You can pause, fast-forward and rewind as needed, which makes it an effective training tool. The OnDemand Video will be available to you (and anyone else in the company) for six months and can be accessed 24/7 as many times as you wish. Delivered via e-mail the day after the webinar takes place.

CD-ROM VIDEO RECORDING:

If you do not have internet access or want to make the webinar part of your training library, the CD-ROM Recording is a great option for viewing a webinar. You can pause, fast-forward and rewind as needed, which makes it an effective training tool. With this option, you will receive a download of the PowerPoint slides and a CD-ROM Recording (featuring PowerPoint presentation with audio) of the webinar via regular mail. Mailed 7 to 10 days after the webinar takes place.

IN-HOUSE:

Webinars can be scheduled and offered exclusively for your company. They can even be customized to best fit your needs. To find out more, please complete the in-house request form found in the Schedule and Registration Information section below.

Register Here!

Choose the viewing option that best suits your needs. Live Webinar times are shown as Eastern Time. You can choose to pay by credit card or invoice when you register. CFT Credit will be awarded to the registrant, unless directed otherwise (additional attendees can also receive credit for an additional fee). CFT Webinars are powered by Total Training Solutions!

Webinar DateStart TimeEnd DateEnd TimeViewing Options - See Descriptions AbovePrice
10/25/18Archived CD-ROM Video Recording$345.00Order
10/25/18Archived Six Month On-Demand Recording$295.00Order
AnyIn-HouseRequest