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X-ORIGINAL-URL:https://www.wisbank.com/
X-WR-CALNAME:Wisconsin Bankers Association
X-WR-CALDESC:Educating, advocating for and supporting Wisconsin's Banking Industry.
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DTSTART;TZID=America/Chicago:20240905T133000
DTEND;TZID=America/Chicago:20240905T153000
DTSTAMP:20240805T140600
UID:MEC-f3a3d61b07332233ac57e4f232725e18@wisbank.com
CREATED:20240805
LAST-MODIFIED:20240805
PRIORITY:5
TRANSP:OPAQUE
SUMMARY:IRAs: Achieving a Working Knowledge from Start to Finish – 4 Part Series
DESCRIPTION:This four-part series includes the following webinars. Click the dropdowns below for a complete description of what will be covered in each session. Each webinar can also be purchased individually.\nIncluded Webinars\n\nIRAs From Start to Finish – Part 1: Building the Foundation ( https://partners.bankwebinars.com/iras-from-start-to-finish-part-1-building-the-foundation-70bwus245341g?partner=wisconsin-bankers-association )\nIRAs From Start to Finish – Part 2: Rollovers and Transfers ( https://partners.bankwebinars.com/iras-from-start-to-finish-part-2-rollovers-and-transfers-70bwus245342g?partner=wisconsin-bankers-association )\nIRAs From Start to Finish – Part 3: Distributions to Owners and Beneficiaries ( https://partners.bankwebinars.com/iras-from-start-to-finish-part-3-distributions-to-owners-and-beneficiaries-70bwus245343g?partner=wisconsin-bankers-association )\nIRAs From Start to Finish – Part 4: Successfully Auditing Your IRA Files ( https://partners.bankwebinars.com/iras-from-start-to-finish-part-4-successfully-auditing-your-ira-files-70bwus245344g?partner=wisconsin-bankers-association )\n\nSeries Details\n\n\n\n\n\nIRAs From Start to Finish – Part 1: Building the Foundation\nSeptember 5, 2024 | 1:30 pm – 3:30 pm CDT\nWelcome to the world of IRAs. In truth, these retirement accounts can be one of the most challenging products offered. It seems like there are so many rules to follow – and they constantly change. How can we keep up?\n\nWhat You’ll Learn\n\n\n\nWhat is the difference between an IRA Plan and an IRA Account?\nWhat forms are required to establish a legal IRA and which forms are supplemental?\nWhat are the benefits of a Traditional IRA and when can the contribution be deductible?\nWhy would many people choose a Roth IRA over a Traditional IRA?\nWho can make contributions to a SEP IRA and how are they reported to the IRS?\nWhy is it so important to use the correct transaction description for IRA activity?\n\n\nIRAs From Start to Finish – Part 2: Rollovers and Transfers\nSeptember 12, 2024 | 1:30 pm – 3:30 pm CDT\nSo you think you know the difference between an IRA Rollover vs. IRA Transfer vs. QP Direct and Indirect Rollover? The “rollover” and “transfer” words are two of the most misused and abused terms in the IRA world. Not knowing the difference leads to misreporting to the IRS – which can result in unnecessary letters and bills to the customers.\n\nWhat You’ll Learn\n\n\n\nWhat are the rules of moving money from IRA to IRA as a “rollover?”\nWhy are IRA transfers and Qualified Plan direct rollovers often confused?\nWhat kind of IRS reporting is generated on an IRA to IRA transfer?\nWhat is a “Rollover IRA” and how do we move it to another institution?\nWhat happens if the 60-day rule is not followed?\nHow many tax-free IRA rollovers can a customer take advantage of in a 12-month period?”\n\n\nIRAs From Start to Finish – Part 3: Distributions to Owners and Beneficiaries\nOctober 10, 2024 | 1:30 pm – 3:30 pm CDT\nIRA Distributions to owners and beneficiaries will make even the most seasoned IRA expert a little insecure. Just when you think you’ve got it, they change it. The last four years have produced the most substantial changes to IRAs in over 20 years. What’s the latest?\n\nWhat You’ll Learn\n\n\n\nWhen are we required to have the customer sign a W-4R Federal Withholding Election?\nWhat is the difference between a Required Beginning Year (RBY) and a Required Beginning Date (RBD)?\nWhat are the required notices we must produce when a customer is in RMD status?\nWhat is a Qualified Charitable Distribution and how is it reported to the IRS?\nWhat are the three categories of beneficiaries to determine payout options available?\nHow do we report payments to beneficiaries to the IRS?\nWhat are nine red flags of beneficiary payouts?\nWhen do beneficiaries have to begin payout the year after the owner’s death?\nWhat is a “successor beneficiary” and what payout options do they have?\n\n\nIRAs From Start to Finish – Part 4: Successfully Auditing Your IRA Files\nOctober 17, 2024 | 1:30 pm – 3:30 pm CDT\nThis is the job that everyone avoids – auditing the IRA files for necessary paperwork and getting rid of the “junk.” But what paperwork and documents are required to be in the file, and which can be thrown away? This two-hour webinar will answer these questions and many more.\n\nWhat You’ll Learn\n\n\n\nWhat are the legal requirements for documentation to be maintained in your IRA files?\nWhen opening a new IRA plan, what forms do we keep and which forms must be given to the customer?\nWhat happens when there is no beneficiary designation in the file or the beneficiary is deceased?\nWhat are the requirements for IRS reporting and disclosures to the customer?\nHow far back can the institution go to file an IRS correction – if it’s the institution’s fault or if it’s the customer’s fault?\nWhat kind of partial IRA audits are the most crucial?\nHow do we file paper corrections to the IRS?”\n\n\n\n\n\nWhat You’ll Learn\n\n\nEach webinar in the series will cover specific topics relative to the subject matter.\n\n\n\n\n\n\n\n\nWho Should Attend\nAny employee who is new to the institution or customer service area and needs to learn the very basic rules and regulations of IRA should attend. In addition, any experienced IRA employees who would like a ‘refresher’ on the latest ever-changing rules and regulations of IRA would also benefit from this informational webinar.\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n
URL:https://partners.bankwebinars.com/iras-achieving-a-working-knowledge-from-start-to-finish-4-part-series-70bwus245340e?partner=wisconsin-bankers-association
CATEGORIES:Branch Manager,Compliance,Internal Audit,IRAs,Webinar
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