Event Detail

Event Description

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 (11/12/20 9:00 a.m. - 4:00 p.m.)

Information & Registration form (pdf file)

Online Registration