Event Detail

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