Fall 2020 IRA & HSA Webinar Series

Offering Flexibility to Make it Easier to Attend Our IRA & HSA Training Seminars

2020 has been a stressful year for all of us. In the banking and finance industry, we have had to conform to working in different locations and in new ways. Modifying the way day-to-day business is run can be very challenging, and keeping up with changes in our fast-paced industry can be difficult. And yet, your customers are counting on you more than ever.

 

We have adapted our popular 1-day and 2-day in-person workshops into eight individual online webinars. You now have the flexibility to choose the topics that you need the most at the time that best fits your schedule. Brush up on existing knowledge or learn about the latest updates to the SECURE Act and CARES Act.

 

The way our industry conducts its business might be changing, but as always, you can count on PMC to be here for you!

 

Join us for any or all of our eight live webinars where you will be able to actively participate. And, once your paid live webinar (Only $159 per person / per webinar) is completed, you will have on-demand access for an additional 30 days. 

 

Plus, each webinar purchase will include a FREE downloadable outline which can be referred to throughout the event. 

 

*Each webinar is approximately 1.5 to 2 hours in duration.

IRA Contributions & Deductions

 

  • Regular Traditional & Roth IRA Contributions
  • Spousal Traditional & Roth IRA Contributions
  • Contribution Deadline
  • Deducting Traditional IRA Contributions

 

Click Event Date/Time to Register:

 

Tue., Sept. 29 - 10 AM

Tue., Oct. 13 - 2 PM

Thur., Oct. 29 - 10 AM

Thur., Nov. 12 - 2 PM 

 

IRA Death Distributions

 

  • Beneficiary designations
  • Spousal-consent requirements
  • Death distribution options
  • When the five-year rule applies 
  • The NEW ten-year rule

 

Click Event Date/Time to Register:

 

Thur., Oct. 1 - 2 PM

Tue., Oct. 20 - 10 AM

Tue., Nov. 3 - 2 PM

Thur., Nov. 19 - 10 AM

 

IRA Financial Planning Issues

 

  • How SECURE and CARES Acts impact IRA planning
  • When IRA owners should take distributions before required
  • Step up in basis of inherited assets for IRA beneficiaries
  • How trusts as IRA beneficiaries are affected
  • NEW DOL rules affecting advisers

 

Click Event Date/Time to Register:

 

Thur., Oct. 8 - 10 AM

Thur., Oct. 22 - 2 PM

Tue., Nov. 10 - 10 AM

Tue., Nov. 24 - 2 PM

 

IRA Portability

 

 

  • IRA-to-IRA Rollovers
  • 60-Day Rollover Rule
  • One-Rollover-Per-Year Rule
  • IRA-to-IRA Transfers
  • Rollovers Between IRAs & WRPs

 

Click Event Date/Time to Register:

 

Tue.,  Sept. 29 - 2 PM

Thur., Oct. 15 - 10 AM

Thur., Oct. 29 - 2 PM

Tue., Nov. 17 - 10 AM 

 

 

 

IRA Reporting Requirements

 

  • IRA plan agreements
  • IRA disclosure statements
  • Transaction documentation
  • IRS Form 5498 reporting
  • IRS Form 1099-R reporting

 

Click Event Date/Time to Register:

 

Tue., Oct. 6 - 10 AM

Tue., Oct. 20 - 2 PM

Thur., Nov. 5 - 10 AM

Thur., Nov. 19 - 2 PM 

 

 

HSA Contributions & Distributions

 

  • HSA eligibility
  • Defining a high-deductible health plan (HDHP)
  • 2020 and 2021 contribution limits
  • Moving funds from an IRA to an HSA
  • Reporting HSA contributions & distributions
  • Taxation of HSA distributions

 

Click Event Date/Time to Register:

 

Thur., Oct. 8 - 2 PM

Tue., Oct. 27 - 10 AM

Tue., Nov. 10 - 2 PM

Tue., Nov. 24 - 10 AM

 

 

 

IRA Lifetime Distributions

 

  • Traditional & Roth IRA distribution taxation
  • Early distribution penalty
  • Exceptions to early distribution penalty
  • Reporting IRA distributions
  • Impact of NEW RMD rules for 2021

 

Click Event Date/Time to Register:

 

Thur., Oct 1 - 10 AM

Thur., Oct 15 - 2 PM

Tue., Nov. 3 - 10 AM

Tue., Nov. 17 - 2 PM

 

IRA Update

 

  • Covers SECURE Act and CARES Act changes
  • Late-Breaking news
  • Cost-of-living adjustments
  • Legislative update

 

Click Event Date/Time to Register:

 

Tue., Oct. 6 - 2 PM

Tue., Oct. 13 - 10 AM

Thur., Oct. 22 - 10 AM

Tue., Oct. 27 - 2 PM

Thur., Nov. 5 - 2 PM

Thur., Nov. 12 - 10 AM

 

Always Stay Informed With Our FREE Early Warning Emails!

Receive breaking news, timely reminders of key dates, IRS announcements, deadlines, and more from PMC.

Sign up