2023 IRA Series

Live Webinar
    • Unlimited connections for your institution
    • Available on desktop, mobile & tablet
    • Take-away toolkit
    • Presenter’s contact info for questions
On-Demand Webinar
  • Unlimited & shareable access starting two business days after live stream
  • Available on desktop, mobile & tablet devices 24/7
  • Take-away toolkit
  • Ability to download webinar video
  • Presenter's contact info for questions
See Registration Options
IRA SERIES 
90-minute webinars – available live or on-demand

  • IRA & HSA Update: Discover What's New & Changing
  • IRA Beneficiary Designations & Distributions Part A: Proper Handling, Responsibilities & Compliance
  • IRA Beneficiary Designations & Distributions Part B: Successor Beneficiaries & Deaths After January 1, 2020
  • Traditional & Roth IRAs Part A: Eligibility, Contributions, Rollovers & Transfers
  • Traditional & Roth IRAs Part B: Distributions, Taxation, Withholding & Penalties
  • IRA Year-End Update: New & Important IRA Issues & Answers

Purchase webinars individually or save with the series, 6 webinars for the price of 5!

SERIES DETAILS

IRAs are an essential part of retirement planning for your accountholders, but they can be extremely complex. Knowing the rules and how they are applied is crucial to having a successful, compliant, and error-free IRA program at your institution. Our 2023 IRA Series has you covered with an annual update of what’s new and changing, guidance on beneficiary designations, and a comprehensive overview of traditional and Roth IRAs, including eligibility, contributions, rollovers, distributions, taxation, and more.

NOTE: 
All materials are subject to copyright. Transmission, retransmission, or republishing of any webinar to other institutions or those not employed by your agency is prohibited. Print materials may be copied for eligible participants only.

Included Webinars:

IRA & HSA Update: Discover What's New & Changing
Jan 12, 2023Webinar

IRA & HSA Update: Discover What's New & Changing

Presenter:Frank LaLoggia
As one year ends and another begins, the start of another IRA and HSA season is upon us. Be prepared by catching up on recent regulatory changes, clarifications, and interpretations. Learn about the significant impact that pending legislation will have on IRA owners and financial organizations. Whether your duties include dealing directly with IRA and HSA owners or involve operational, reporting, or managerial responsibilities, this session will provide practical insights into what’s new and important in the world of IRA and HSA plans.
IRA Beneficiary Designations & Distributions Part A: Proper Handling, Responsibilities & Complia
Mar 2, 2023Webinar

IRA Beneficiary Designations & Distributions Part A: Proper Handling, Responsibilities & Compliance

Presenter:Frank LaLoggia
Join this lively presentation regarding financial organizations’ responsibilities and considerations when handling IRA beneficiary designations and distributions. The SECURE Act has made beneficiary rules and distributions more complex and challenging. In Part A of this two-part session, you will learn about many important traditional and Roth IRA issues, including beneficiary election deadlines and certain reporting obligations. There will also be an overview of IRA beneficiary distribution options for deaths occurring prior to January 1, 2020. Part B will explore beneficiary options for deaths occurring on or after January 1, 2020, in greater detail.
IRA Beneficiary Designations & Distributions Part B: Successor Beneficiaries & Deaths After January 1, 2020
Mar 30, 2023Webinar

IRA Beneficiary Designations & Distributions Part B: Successor Beneficiaries & Deaths After January 1, 2020

Presenter:Frank LaLoggia
Join us as we expand on many of our Part A beneficiary consideration topics, including a detailed discussion of beneficiary options for deaths occurring on or after January 1, 2020, and a review of the complex and often confusing successor beneficiary options. This session will also include information on reporting requirements and an explanation of beneficiary separate accounting rules and implications. In addition, you’ll learn about the impact that recently issued IRS proposed regulations will have on IRA beneficiary distributions.
Traditional & Roth IRAs Part A: Eligibility, Contributions, Rollovers & Transfers
Sep 19, 2023Webinar

Traditional & Roth IRAs Part A: Eligibility, Contributions, Rollovers & Transfers

Presenter:Frank LaLoggia
Whether you are new to the IRA world or looking for an informative refresher on traditional and Roth IRA rules, this session is for you. Join us to explore IRA plan eligibility, contribution, rollover, and transfer rules, and learn how they impact IRA owners as well as financial organizations.
Traditional & Roth IRAs Part B: Distributions, Taxation, Withholding & Penalties
Oct 4, 2023Webinar

Traditional & Roth IRAs Part B: Distributions, Taxation, Withholding & Penalties

Presenter:Frank LaLoggia
Plan to attend and learn the rules and considerations surrounding IRA plan distributions, taxation, withholding, and penalties. This session will also review the traditional IRA required minimum distribution rules, implications, and responsibilities. It will serve as a great refresher for experienced IRA professionals and will provide an excellent training opportunity for those relatively new to the IRA arena.
IRA Year-End Update: New & Important IRA Issues & Answers
Nov 28, 2023Webinar

IRA Year-End Update: New & Important IRA Issues & Answers

Presenter:Frank LaLoggia
This webinar will bring you up to date on the most important issues facing traditional and Roth IRA owners and financial organizations today. It will identify and address key areas of IRA reporting and administrative noncompliance, as well as the current status of any late-breaking and pending legislation issues and their potential impact on IRA owners and programs.
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