IRA Essentials Workshop - Neenah

$225 Wednesday, October 23, 2019 8:30 AM 1000 Cameron Way Neenah Register

IRA Essentials gives attendees a solid foundation of IRA knowledge. Exercises are included throughout the day to help participants apply information to job-related situations. Attendees will leave this session able to work with IRA owners and process basic IRA transactions with confidence. This is a beginner’s session; no previous IRA knowledge is assumed. Attendees should bring a hand-held calculator. 


October 15
Holiday Inn Eau Claire South
4751 Owen Ayres Court
Eau Claire, WI

October 17 
Holiday Inn Hotel & Suites Madison West
1109 Fourier Drive 
Madison, WI

October 23 
Best Western Premier Bridgewood Resort Hotel & Conference Center
1000 Cameron Way
Neenah, WI

Ready for more advanced information? Register for our IRA Advanced Workshops!

Course Topics:

  • Introduction and Establishing IRAs
    • Identify the tax differences of a Traditional and Roth IRA
    • Examine the process for establishing an IRA and the required documents
    • Differentiate between the types of beneficiaries
  • IRA Funding 
    • Learn about the Traditional and Roth IRA eligibility requirements
    • Identify the contribution limit and deadline
    • Communicate contribution reporting deadlines
  • IRA Distributions 
    • Identify federal income tax withholding requirements
    • Examine IRS penalties and penalty exceptions
    • Summarize the tax consequences of IRA distributions
    • Communicate distribution reporting deadlines
  • IRA Portability
    • Differentiate between a rollover and a transfer
    • Recognize rollovers between IRAs and employer-sponsored retirement plans

Who Should Attend:

  • need to learn the basics of Traditional and Roth IRAs or
  • want an updated, general refresher on IRA rules.

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 Wednesday, October 23, 2019 8:30 AM 1000 Cameron Way Neenah Register