2024 IRA Series
- Unlimited connections for your institution
- Available on desktop, mobile & tablet
- Take-away toolkit
- Presenter’s contact info for questions
See Registration Options
- Unlimited & shareable access starting two business days after live stream
- Available on desktop, mobile & tablet devices 24/7
- Take-away toolkit
- Ability to download webinar video
- Presenter's contact info for questions
2024 IRA SERIES TOPICS
90-minute webinars - available live or on-demand
- IRA/HSA Update: Including New 2024 Penalty-Free IRA Distribution Options
- IRA Beneficiary Designations & Distributions Part A: Proper Handling, Responsibilities & Compliance
- IRA Beneficiary Designations & Distributions Part B: Beneficiary Distribution Options & Considerations
- Traditional & Roth IRAs Part A: Eligibility, Contributions, Rollovers & Transfers
- Traditional & Roth IRAs Part B: Distributions, Taxation, Withholding & Penalties
- Hottest IRA Issues: Reporting, Compliance & Required Minimum Distributions
Purchase webinars individually or buy the whole series to get one free!
IRAs and HSAs are essential services to accountholders as they plan for retirement and save for healthcare. But they can be extremely complex – and making a mistake is not an option. This six-part series will provide updates and instructions regarding beneficiary designations and distributions, traditional and Roth IRAs, and today’s hottest IRA issues.
NOTE: All materials are subject to copyright. Transmission, retransmission, or republishing of any webinar to other institutions or those not employed by your institution is prohibited. Print materials may be copied for eligible participants only.
Jan 17, 2024Webinar
This timely webinar will provide current information needed to make informed decisions about IRA and HSA plans and programs to individuals who interact with plan owners, or have IRA or HSA operational, compliance, or decision-making authority. Learn what you need to know about the multiple 2024 regulatory changes here!
Mar 5, 2024Webinar
Join this lively presentation regarding financial organizations’ responsibilities and considerations when handling IRA beneficiary designations and distributions. The SECURE Act, SECURE 2.0, and recent IRS guidance have made dealing with beneficiary rules and distributions more complex and challenging. In Part A of this two-part session, you will learn about many important traditional and Roth IRA issues, including beneficiary election deadlines and certain reporting obligations. There will also be an overview of IRA beneficiary distribution options for deaths occurring prior to January 1, 2020. Part B will explore beneficiary options for deaths occurring on or after January 1, 2020, in greater detail.
Mar 28, 2024Webinar
IRA Beneficiary Designations & Distributions Part B: Beneficiary Distribution Options & Considerations
Join us as we expand on many of our Part A beneficiary consideration topics, including a detailed discussion of beneficiary options for deaths occurring on or after January 1, 2020, and a review of the complex and often confusing successor beneficiary options. This session will also include an explanation of beneficiary separate accounting rules and implications. In addition, you’ll learn about the impact that recent IRS guidance is having on IRA beneficiary distributions.
Sep 18, 2024Webinar
Whether you are new to the IRA world or looking for an informative refresher on traditional and Roth IRA rules, this session is for you. Join us to explore IRA plan eligibility, contribution, rollover, and transfer rules, and how they impact IRA owners as well as financial organizations. The new 529 College Savings Plan to Roth IRA rollover rule will also be covered.
Oct 15, 2024Webinar
Plan to attend and learn about the rules and considerations surrounding IRA plan distributions, taxation, withholding, and penalties. This session will also review the traditional IRA required minimum distribution rules, implications, and responsibilities, including the recent increase in the RMD age, and new 2024 IRA penalty-free distribution options. It will serve as a great refresher for experienced IRA professionals and will provide an excellent training opportunity for those relatively new to the IRA arena.
Nov 12, 2024Webinar
This timely webinar will bring you up to date on issues surrounding IRA reporting, compliance, and required minimum distributions. Presented in an easy-to-understand format, it will help ensure that you and your organization are current on your reporting, participant notifications, and other compliance responsibilities. Go beyond the basics of the IRA required minimum distributions rules with this explanation of several complex RMD rules that often trip up IRA owners and financial organizations.
© 2023 FINANCIAL EDUCATION & DEVELOPMENT, INC