Event Detail
2021 IBA Advanced IRA SeminarLive Event
- King's Pointe Resort, Storm Lake
- Nov 02
- 9:00AM - 4:00PM
- Courtyard by Marriott, Ankeny
- Nov 03
- 9:00AM - 4:00PM
- Marriott Hotel, Cedar Rapids
- Nov 04
- 9:00AM - 4:00PM
Event Description
2021 IBA Advanced IRA Seminar
TOPICS COVERED:
IRA Update
• Explain recent changes affecting IRA owners
• Recognize how recent changes may affect your organization
Required Minimum Distributions
• Calculate a required minimum distribution (RMD)
• Discuss the RMD rules and reporting requirements
Beneficiary Options
• Describe beneficiary distribution options
• Recognize the differences for the various beneficiary types
• Explain beneficiary payment deadlines.
IRA Excess Contributions
• Define an excess contribution
• Identify excess contribution correction methods
• Calculate NIA to an excess contribution
• Describe a recharacterization
• List the possible taxes and penalty taxes for excess contributions
Advanced Portability
• Summarize the restrictions on the movement between IRAs
• Describe a conversion
• Explain the effect of witholding on a conversion
• Recognize the options available when moving assets from an
employer-sponsored retirement plan to an IRA
Instructions
- King's Pointe Resort, Storm Lake (11/02/21 9:00AM - 4:00PM)
- Courtyard by Marriott, Ankeny (11/03/21 9:00AM - 4:00PM)
- Marriott Hotel, Cedar Rapids (11/04/21 9:00AM - 4:00PM)
Online Registration
