2024 Summer Pre-Recorded Webinars

Join us this summer for our New IRA training not to be missed!

Advantages of our must-see webinars:
 

  • Three unique learning lessons

  • Each webinar is presented by two PMC staff trainers

  • Pre-recorded with 60 days to view, on your own time and as often as you want.

  • FREE outline

  • FREE Phone-in Q&A

Three Unique Summer Learning Sessions

Whether your institution requires new hire and refresher training, must-have process and procedure training or a complete understanding of new-to-industry IRA’S, PMC has you covered since 1975!
 

 

IRA Basics
 

  • New to IRAs? Start Your Journey with This Webinar
  • Overview of Traditional and Roth IRA Contributions
  • Moving IRAs: Rollovers and Transfers
  • Learn the Basics of Required Minimum Distributions
  • IRA Distribution Basics

IRA Owner Dies. Now What?
 

  • Immediate Actions Financial Organizations Should Take Upon IRA Owner’s Death
  • Determining Beneficiary Designations
  • Learn About Documentation Certain Beneficiaries Must Provide
  • Beneficiaries’ Options: Keeping Funds in an Inherited IRA Verses Transfer Verses Lump-Sum Distribution
  • Are Inherited IRA Accounts Needed?
  • IRS Reporting for Decedent and Beneficiaries

 

NEW Roth SEP and SIMPLE IRAs
 

  • SECURE 2.0 Act Allows Roth IRA Contributions to Both SEP and SIMPLE IRA Plans
  • Will Also Discuss Other SEP and SIMPLE IRA Changes for 2023 and 2024
  • Roth SEP and SIMPLE IRA Documentation and Reporting by the Financial Organization
  • Reporting Requirements for Employers
  • Taxation of Roth SEP and SIMPLE IRA Distributions
  • New Higher SIMPLE IRA Salary Deferral Limits for 2024

 

Three Webinars. Three Topics.
Only $249 each!

Buy all 3 and receive a 10% discount. 

 

Register Now


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