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IRAs: 4 Part Webinar Series


IRAs Part 1 – The Basics – Thursday, September 2nd, 2021
This webinar will jump-start you into the world of IRAs. Understanding the basic terminology and forms will build your sturdy foundation.

IRAs Part 2 – Rollovers and Transfers – Thursday, September 16th, 2021
One of the most misused and abused language in the IRA World is using the words “rollover” and “transfer” interchangeably.

IRAs Part 3 – Distributions, Beneficiary Payout Options and Reporting – Friday, October 15th, 2021
On January 1, 2020, the SECURE Act became effective with some of the most sweeping distribution changes we’ve had to IRAs since 2002. In addition, the life expectancy tables are being updated for 2021 distributions. Lots to catch up on!

IRAs Part 4 – Auditing Your IRA Files – Thursday, October 28th, 2021
After we have absorbed all the basic rules, it’s time to check everything we – and those who came before us – have done to the IRA files.

Who Should Attend?

Anyone who works with IRAs in any capacity will benefit from this webinar series.