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

Wednesday, September 7, 2022

Thursday, October 20, 2022

 

IRA CONTRIBUTIONS & DEDUCTIONS

  • Regular Traditional & Roth IRA Contributions
  • Spousal Traditional & Roth IRA Contributions
  • Contribution Deadline
  • Deducting Traditional IRA Contributions

 

REGISTER

Thursday, September 8, 2022

Wednesday, October 19, 2022

 

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

Wednesday, September 14, 2022

Thursday, October 13, 2022

 

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

Thursday, September 15, 2022

Wednesday, October 12, 2022

 

KNOWING IRA REPORTING REQUIREMENTS

  • IRA Reporting Deadlines
  • Fair Market Value Reporting
  • RMD Reporting
  • Real-life Scenarios with Practice Completing Required IRS Forms

 

REGISTER

Wednesday, September 21, 2022

Thursday, October 27, 2022

 

IRA DISTRIBUTION COMPLIANCE

  • Traditional & Roth IRA Distribution Taxation
  • Early Distribution Penalty
  • Exceptions to Early Distribution Penalty
  • Federal Income Tax Withholding Rules

 

REGISTER

Thursday, September 22, 2022

Wednesday, October 26, 2022

 

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

Wednesday, October 5, 2022

Thursday, November 3, 2022

 

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

Thursday, October 6, 2022

Wednesday, November 2, 2022

 


Are you interested in joining us at an upcoming in-person event?
Click below to see the dates and topics of our Fall Seminars!

IN-PERSON SEMINARS