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
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
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