IRA Advanced Workshop - Neenah

$225 Thursday, October 24, 2019 8:30 AM 1000 Cameron Way, Neenah Register

Advanced IRAs builds on the attendees’ basic IRA knowledge to address some of the more complex IRA issues that their financial organizations may handle. This is an advanced session; previous IRA knowledge is assumed. The instructor uses real-world exercises to help participants apply information to job-related situations.


October 16
Holiday Inn Eau Claire South
4751 Owen Ayres Court
Eau Claire, WI

October 18 
Holiday Inn Hotel & Suites Madison West
1109 Fourier Drive 
Madison, WI

October 24
Best Western Premier Bridgewood Resort Hotel & Conference Center
1000 Cameron Way
Neenah, WI

Workshop is scheduled from 8:30 AM - 4:00 PM at each location. 

Need a refresher first? Register for our IRA Essentials Workshops!

Course Topics:

  • IRA Update 
    • Explain recent changes affecting IRA owners 
    • Discuss the current Roth modified adjusted gross income (MAGI) limits
    • Recognize how recent changes may affect your financial organization
  • Required Minimum Distributions  
    • Calculate a required minimum distribution (RMD)
    • Discuss the RMD rules and reporting requirements
  • Beneficiary Options
    • Describe beneficiary distribution options
    • Recognize the differences for spouse, nonspouse, and nonperson beneficiaries
    • Explain beneficiary payment deadlines
  • Advanced Portability
    • Summarize the restrictions on the movement between IRAs
    • Recognize the options available when moving from an employer-sponsored retirement plan to an IRA
    • Explain the result of violating the portability restrictions
  • Roth IRA Conversion Contributions
    • Describe a conversion
    • Explain the effect of withholding on a conversion
    • Report a conversion
    • Define the consequences of an ineligible conversion
  • Withholding and Getting It Right 
    • List the possible penalties for failing to withhold 
    • Explain the withholding notice and election requirements 
    • Discuss how withholding is reported and transmitted to the IRS
    • Describe foreign withholding requirements

Who Should Attend:

  • a financial professional who recognizes that IRAs play an integral role in retirement planning;
  • a compliance specialist with procedural oversight of IRA policies and practices; or
  • support personnel responsible for promotional materials that describe the services provided by your financial organization.

The registration fee of $225 includes program registration, instruction and materials, refreshment breaks and lunch.  

Refund Policy:
A refund, less a $25 administrative fee, is provided for cancellations requested 3 days prior to the event. 

$225 Thursday, October 24, 2019 8:30 AM 1000 Cameron Way, Neenah Register