2023 IRA Series
On-Demand Webinar
StreamedJan 12, 2023
- 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:
On-DemandWebinar
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
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.
On-DemandWebinar
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.
© 2024 FINANCIAL EDUCATION & DEVELOPMENT, INC
