2023 IRA Series
IRAs are an essential part of retirement planning for your accountholders, but they can be extremely complex. Knowing the rules and how they are applied is crucial to having a successful, compliant, and error-free IRA program at your institution. Our 2023 IRA Series has you covered with an annual update of what’s new and changing, guidance on beneficiary designations, and a comprehensive overview of traditional and Roth IRAs, including eligibility, contributions, rollovers, distributions, taxation, and more.
IRA SERIES
90-minute webinars – available live or on-demand
- IRA & HSA Update: Discover What’s New & Changing
- IRA Beneficiary Designations & Distributions Part A: Proper Handling, Responsibilities & Compliance
- IRA Beneficiary Designations & Distributions Part B: Successor Beneficiaries & Deaths After January 1, 2020
- Traditional & Roth IRAs Part A: Eligibility, Contributions, Rollovers & Transfers
- Traditional & Roth IRAs Part B: Distributions, Taxation, Withholding & Penalties
- IRA Year-End Update: New & Important IRA Issues & Answers
Purchase webinars individually or save with the series, 6 webinars for the price of 5!
Registration Option for Series
- $1395 – OnDemand Access + Digital Download
