2022 Fall Webinar Series

Join Us for ANY or ALL of Our Eight Interactive Webinars

Fall 2022 Webinars

 

Whether you work on the front line of IRA sales and administration, or you are a specialist whose skills are keenly relied upon, these webinars will provide:

 

  • Interactive Webinars with Live Q&A
  • Choose the Date That Works Best for You
  • Follow Along with Our FREE Webinar Outline - Provided Upon Paid Registration
  • Access the Recorded Webinar for an Additional 30 Days, Even if You Don't Attend the Live Event

 

ONLY $189
(per person, per webinar)

 

All Webinars Start at 10 AM EST

 

 

 

 

 

IRA UPDATE

 

  • Late-Breaking News
  • New IRS RMD Regulations 
  • Life Expectancy Tables Changes
  • Reporting CRD Rollovers

 

REGISTER

Wednesday, September 7, 2022

Thursday, October 20, 2022

IRA CONTRIBUTIONS & DEDUCTIONS

 

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

 

REGISTER

Thursday, September 8, 2022

Wednesday, October 19, 2022

 

CALCULATING LIFETIME & DEATH RMD AMOUNTS

 

  • Calculating Lifetime RMDs for IRA Owners
  • Calculating Death RMDs for Beneficiaries
  • New IRS Life Expectancy Factors Starting in 2022
  • Examples to be Used to Demonstrate Calculations

 

REGISTER

Wednesday, September 14, 2022

Thursday, October 13, 2022

 

 

SOLVING BENEFICIARY ISSUES

 

  • Avoiding Mistakes when Beneficiaries Inherit IRAs & WRPs
  • Taxation and Withholding Concerns
  • Specific Beneficiary Issues (Documentation, Minors, Disclaimers)
  • Trusts as IRA Beneficiaries Special Rules

 

REGISTER

Thursday, September 15, 2022

Wednesday, October 12, 2022

 

KNOWING IRA REPORTING REQUIREMENTS

 

  • IRA Reporting Deadlines
  • Fair Market Value Reporting
  • RMD Reporting
  • Real-life Scenarios with Practice Completing Required IRS Forms

 

REGISTER

Wednesday, September 21, 2022

Thursday, October 27, 2022

 

IRA DISTRIBUTION COMPLIANCE

 

  • Traditional & Roth IRA Distribution Taxation
  • Early Distribution Penalty
  • Exceptions to Early Distribution Penalty
  • Federal Income Tax Withholding Rules

 

REGISTER

Thursday, September 22, 2022

Wednesday, October 26, 2022

 

 

IRA ROLLOVERS, TRANSFERS, & CONVERSIONS

 

  • IRA-to-IRA Rollovers
  • 60-Day Rollover Rule
  • One-Rollover-Per-Year Rule
  • IRA-to-IRA Transfers
  • Traditional IRA-to-Roth IRA Conversions

 

REGISTER

Wednesday, October 5, 2022

Thursday, November 3, 2022

Understand DEATH DISTRIBUTION Options

 

  • Beneficiary Designations
  • Death Distribution Options
  • When the Five-Year Rule Applies
  • NEW Ten-Year Rule
  • Updated for New IRS Regulations

 

REGISTER

Thursday, October 6, 2022

Wednesday, November 2, 2022

 
Are you interested in joining us at an upcoming in-person event? See the dates and topics of our Fall Seminars!

 

In-Person Seminars

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