Event Detail
2021 IBA IRA Essentials Virtual SeminarWeb Event
- Virtual Seminar - Zoom Webinars
- Mar 23
- 9:00 a.m. - 4:00 p.m.
Event Description
Seminar Information:
March 23 • 9:00 a.m. - 4:00 p.m.
Zoom Webinar Platform
Registration Fee:
$195 - IBA Member - per person
$390 - IBA Non-member - per person
Registration Includes:
• Live webinar link. (Zoom Webinars)
• Access to on-demand playback for 30 days.
• Link to electronic handout materials.
Questions:
Contact Maggie Feldmann.
Seminar Topics:
IRA Distributions
• Identify federal income tax withholding requirements
• Recognize the exceptions to the early distribution penalty tax
• Summarize the tax consequences of Traditional and Roth IRA distributions
• Define a required minimum distribution and the required beginning date.
• Communicate the distribution reporting deadlines
IRA Portability
• Differentiate between a rollover and a transfer
• Recognize rollovers between IRAs and employersponsored
retirement plans
Introduction and Establishing IRAs
• Identify the tax differences of Traditional and Roth IRAs
• Summarize the IRA opening document requirements
• Explain the difference between primary and contingent beneficiaries
IRA Funding
• Compare and contrast Traditional and Roth IRA eligibility requirements
• Explain the regular contribution limit
• State the rules for prior-year contributions
• Communicate the regular contribution reporting deadlines
Instructions
- Virtual Seminar - Zoom Webinars (03/23/21 9:00 a.m. - 4:00 p.m.)
Information & Registration form (pdf file)
Online Registration