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
IRA SERIES
- 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.
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:
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. For a more complete training experience, see also the September 19th program, Traditional & Roth IRAs Part A: Eligibility, Contributions, Rollovers & Transfers.
Nov 28, 2023Webinar
IRA Year-End Update: New & Important IRA Issues & Answers
Presenter:Frank LaLoggia
In this timely session you will learn about your many responsibilities when managing and administering traditional and Roth IRA accounts and it will ensure that you are up to date on current IRA issues and IRS guidance. This session will cover a lot of ground, including a detailed review of IRS guidance issued on July 14, 2023, regarding handling certain IRA beneficiary distributions under the 10-year rule. Whether you have operational, managerial, or customer contact responsibilities, you will benefit from this practical session.
On-DemandWebinar
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.
On-DemandWebinar
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.
On-DemandWebinar
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.
On-DemandWebinar
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. For a more complete training experience, join us again on October 4th for Traditional & Roth IRAs Part B: Distributions, Taxation, Withholding & Penalties.
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