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
IRA CONTRIBUTIONS & DEDUCTIONS
- Regular Traditional & Roth IRA Contributions
- Spousal Traditional & Roth IRA Contributions
- Contribution Deadline
- Deducting Traditional IRA Contributions
REGISTER
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
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
KNOWING IRA REPORTING REQUIREMENTS
- IRA Reporting Deadlines
- Fair Market Value Reporting
- RMD Reporting
- Real-life Scenarios with Practice Completing Required IRS Forms
REGISTER
IRA DISTRIBUTION COMPLIANCE
- Traditional & Roth IRA Distribution Taxation
- Early Distribution Penalty
- Exceptions to Early Distribution Penalty
- Federal Income Tax Withholding Rules
REGISTER
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
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
Are you interested in joining us at an upcoming in-person event? See the dates and topics of our Fall Seminars!