IRA Series
Live Webinar:
- Unlimited connections for your institution
- Available on desktop, mobile & tablet
- Take-away toolkit
- Presenter’s contact info for questions
On-Demand Webinar:
- 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
IRA SERIES TOPICS
90-minute webinars - available live or on-demand
- IRA Series: Final IRA RMD Regulations, Deadlines, Calculations, Reporting & More
- IRA Series: IRA & HSA Update: The Latest Changes & Issues
- IRA Series: IRA Beneficiary Designations & Distributions: Options, Best Practices & Compliance
- IRA Series: Traditional & Roth IRAs Part A: Eligibility, Contributions, Rollovers & Transfers
- IRA Series: Traditional & Roth IRAs Part B: Distributions, Taxation, Withholding & Penalties
- IRA Series: IRA Year-End Wrap Up: Hottest Issues, Compliance & Reporting Responsibilities
Purchase webinars individually or buy the whole series to get one free!
SERIES DETAILS
Stay informed and compliant with the latest changes in IRA and HSA regulations with this six-part series, covering everything from the newest RMD regulations and beneficiary designations to the intricacies of traditional and Roth IRAs. Gain practical insights and tools to navigate complex compliance landscapes, enhance customer service, and ensure a successful IRA program.
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.
Included Webinars:
Jan 21, 2025Webinar
IRA Series: Final IRA RMD Regulations, Deadlines, Calculations, Reporting & More
Presenter:Loni Porta
Further details will be available 45 days prior to the webinar date.
Jan 27, 2025Webinar
IRA Series: IRA & HSA Update: The Latest Changes & Issues
Presenter:Loni Porta
Further details will be available 45 days prior to the webinar date.
Mar 11, 2025Webinar
IRA Series: IRA Beneficiary Designations & Distributions: Options, Best Practices & Compliance
Presenter:Loni Porta
Further details will be available 45 days prior to the webinar date.
Sep 18, 2025Webinar
IRA Series: Traditional & Roth IRAs Part A: Eligibility, Contributions, Rollovers & Transfers
Presenter:Loni Porta
Further details will be available 45 days prior to the webinar date.
Oct 21, 2025Webinar
IRA Series: Traditional & Roth IRAs Part B: Distributions, Taxation, Withholding & Penalties
Presenter:Loni Porta
Further details will be available 45 days prior to the webinar date.
Nov 17, 2025Webinar
IRA Series: IRA Year-End Wrap Up: Hottest Issues, Compliance & Reporting Responsibilities
Presenter:Loni Porta
Further details will be available 45 days prior to the webinar date.
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