IRAs 2024 from A-Z – 2 Day Streaming
This 2 day live stream covers everything you need to know about IRAs. Whether you attend the IRA Basic, IRA Advanced or both, you will receive the latest electronic version of the 275-page IRA “Red Book” Training Manual. We will use this manual in both events.
Included Webinars
- IRAs 2024 from A-Z: Basic Issues All Day Streaming
- IRAs 2024 from A-Z: Intermediate and Advanced Issues All Day Streaming
IRAs 2024 from A-Z: Basic Issues All Day Streaming
It may be difficult to enter the “IRA” world without building a strong foundation of basic knowledge first. Often, when an organization’s IRA “expert” leaves the position, it comes without warning. This leaves others to struggle though the learning process. This session will provide that strong foundation of knowledge needed.
- The top 20 terms of IRAs
- Traditional IRA contribution limits and income limits for deductions
- Roth IRA contribution eligibility and when is the interest really tax-free?
- What are the rules for moving Traditional IRAs into Roth IRAs?
- Simplified Employee Pension Plans (SEP) IRAs and should the bank offer them?
- What are the basic comparisons between a SEP IRA and a SIMPLE IRA?
IRAs 2024 from A-Z: Intermediate and Advanced Issues All Day Streaming
After you have tackled the basic portion of IRAs, it’s time to delve into the more complicated topics, where confusion breeds inconsistency. The more troublesome areas of retirement accounts are moving IRAs as “rollovers” vs. “transfers” and distributions to IRA owners and beneficiaries.
- What is the difference between a QP direct rollover and an IRA Transfer?
- What are the rules for rolling over a 529 plan to a Roth IRA?
- When do we use the “rollover” term from IRA to IRA?
- What are the new exceptions to the 10% penalty for IRA distributions taken prior to age 59.5 and how do we report them?
- When did age 73 really kick in to begin RMDs?
- When the IRA owner died after 2019 and was in RMD status, does the beneficiary get to take optional distributions the first 9 years?
- What are the nine red flags of beneficiary payouts?
- What are the options for paying out to a trust beneficiary?
