Webinar Series

Back by Popular Demand!

Our IRA & HSA Training Webinars.

As We're Pushing Forward Into the New Year, We're Bringing Back One of the Few Things You Liked About 2020!


2020 was a tough year, but our industry adjusted and persevered, and we made it to 2021!  To all of our banking and finance friends: you know we worked hard to help you through these difficult times and we appreciate the feedback you provided to us.


We have adapted our popular 1-day and 2-day in-person workshops into ten individual online webinars for the Winter/Spring 2021. 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 in IRAs, HSAs, SECURE Act, CARES Act, and more!


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 ten 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 (Eastern Time) to Register:


Tue., Feb. 23 - 10 AM

Thur., Mar. 11 - 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 (Eastern Time) to Register:


Tue., Mar. 2 - 10 AM

Thur., Mar. 18 - 2 PM



IRA Lifetime RMDs


  • RMD Rules for IRA Owners
  • Uniform Lifetime Table and Joint Life Table 
  • Balance Used When Calculating an RMD 
  • RMD Notification Requirements 


Click Event Date/Time (Eastern Time) to Register:


Thur., Feb. 25 - 10 AM

Tue., Mar. 16 - 2 PM



Calculating Lifetime & Death RMD Amounts


  • Calculating Lifetime RMDs for IRA Owners

  • Calculating Death RMDs for Beneficiaries

  • The New IRS Life Expectancy Factors Starting in 2022

  • Adding Outstanding Rollovers and Transfers

  • Many Examples to be Used to Demonstrate Calculations


Click Event Date/Time (Eastern Time) to Register:


Thur. Mar. 4 - 10 AM

Tue., Mar. 23 - 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 (Eastern Time) to Register:


Thur.,  Feb. 25 - 2 PM

Tue., Mar. 16 - 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 (Eastern Time) to Register:


Thur., Mar. 4 - 2 PM

Tue., Mar. 23 - 10 AM




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 (Eastern Time) to Register:


Tue., Mar. 9 - 10 AM

Thur., Mar. 25 - 2 PM





Taxation of IRA Distributions


  • Traditional & Roth IRA distribution taxation
  • Early distribution penalty
  • Exceptions to early distribution penalty
  • Reporting IRA distributions


Click Event Date/Time (Eastern Time) to Register:


Tue., Feb. 23 - 2 PM

Thur., Mar. 11 - 10 AM



IRA Update


  • New IRA-Related Legislation
  • Recent IRS Guidance Affecting IRAs
  • Late-Breaking News


Click Event Date/Time (Eastern Time) to Register:


Tue., Mar. 9 - 2 PM

Thur., Mar. 25 - 10 AM



Trusts as IRA Beneficiaries


  • Death Distribution Options for Trusts

  • The Trust Look-Through Rules

  • How the SECURE Act Changed Trust Beneficiary Options

  • Spousal Rollovers or Transfers Through Trusts

  • Financial Organizations' Reporting for Trusts


Click Event Date/Time (Eastern Time) to Register:


Tue., Mar. 2 - 2 PM

Thur., Mar. 18 - 10 AM



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