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IRA Accounts: 2-Part Series From Beginning to End Webinar

August 31, 2022 10:00 am - 12:00 pm
October 7, 2022 10:00 am - 12:00 pm

IRAs Part 1 – Learning the Basics
August 31, 2022, 10:00 am CDT
IRAs will never make sense unless you start at the beginning. The first session of this 2-Part series is designed to help you understand the essential terms, forms and IRA product differences.

What You’ll Learn

  • IRA Terminology and IRS Reporting Forms
  • Explanation of IRA Forms to Establish an IRA plan and make additional contributions
  • Qualifications, 2022 Contribution Limits, Income Phase-out limits, Age Limits and other new regulations for a:
  • Traditional IRA
  • Roth IRA
  • Conversion Roth IRA

IRAs Part 2 – Rollovers, Transfers and Distributions to Owners and Beneficiaries
October 7, 2022, 10:00 am CDT
One of the most complicated areas of IRAs is the distribution of funds to IRA owners and beneficiaries – especially when it seems like the IRS changes the rules every week. Right now there are proposed regulations pending and several bills in Congress that will effect IRAs. This timely update is a necessity to keep your members on the right track to avoid IRS penalties.

What You’ll Learn

New federal income tax withholding rules

  • When an IRA owner postpones their first RMD
  • When beneficiaries have optional distributions and/or must take an RMD
  • Different types of beneficiaries for payout options
  • Which age used to calculate Single Life payments to a beneficiary
  • Who is required to take the deceased owner’s RMD and report to the IRS
  • 9 red flags of beneficiary payouts

Who Should Attend
Anyone who has been newly involved with IRAs, or experienced IRA personnel who would like a refresher course on the basic principles of IRAs and the IRA products.