IRA Advanced Workshop - Wausau

$225 Wednesday, March 13, 2019 8:30 AM 1000 Imperial Avenue, Rothschild, WI Register

Advanced IRAs builds on the attendees’ knowledge of IRA basics to address some of the more complex IRA issues 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. 

   Advanced IRA Workshop

   Advanced IRA Workshop

   March 13, 2019

   March 14, 2019

   Holiday Inn & Suites

   Holiday Inn Hotel & Suites Madison West

   1000 Imperial Avenue

   1109 Fourier Drive

   Rothschild, WI

   Madison, WI

This is an advanced session; previous IRA knowledge is assumed. 

Course Topics:

  • Required Minimum Distributions 
    • Calculate a required minimum distribution (RMD)
    • Discuss the RMD rules and reporting requirements
  • Beneficiary Distributions 
    • Describe beneficiary distribution options
    • Recognize the differences for spouse, nonspouse, and nonperson beneficiaries
    • Explain beneficiary payment deadlines
  • 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
  • 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
  • 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
  • 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:

  • An IRA administrator, personal banker, or member services personnel who has a working knowledge of basic IRA operations and wishes to expand your expertise and provide enhanced customer service;
  • 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 on or before Friday, March 8, 2018.

$225 Wednesday, March 13, 2019 8:30 AM 1000 Imperial Avenue, Rothschild, WI Register