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Take Advantage of Early Bird Deadline for 2015 IRA Seminars
Friday, April 10, 2015 6:35 AM

The next IRA Seminar will take place May 12–13, in Dallas, but you have until April 28 to take advantage of the discount registration rate.

If you just started with IRAs or want a good review of IRA fundamentals, this is the program for you. This program will prepare you to open, move, and close IRAs and get all the paperwork right in the process. If you have been afraid of IRAs or just don’t have enough basic knowledge, this one day review will get you excited and motivated to become the IRA expert at your organization.

This day one is fun and beneficial for every person who works with deposits and accountholders. You will receive a 600+ page reference manual on a CD.

Day One – Seminar Highlights

  • Traditional IRA eligibility and deductibility requirements
  • Roth IRA eligibility and qualified distributions rules
  • SEPs and SIMPLES
  • How to move IRA money: rollovers and transfers
  • How to move money from company retirement plans
  • What happens if there is too much money put in an IRA
  • What happens when the customer takes money out at 59-1/2, 70-1/2, and death
  • Do IRAs have penalties? Who collects the penalty?
  • How does the IRS know the money is going in and out of an IRA
  • What paperwork needs to be completed to open and close an IRA
  • Coverdell Education Savings Accounts

Day Two – Seminar Highlights

  • Quick product review and update
  • Qualified retirement plan rollovers and common errors
  • Conversions, re-characterizations, revocations, and reconversions
  • Excess contributions
  • Compliance issues: how to audit your IRAs
  • Reporting to the IRS: A to Z
  • How to correct reporting to the IRS
  • 70-1/2 distributions, death distributions
  • Withholding
  • Common IRA errors and solutions
  • Prohibited transactions
  • Health Savings Accounts

More Information & Registration

Other 2015 IRA Seminar Dates

Oklahoma City, Oct. 67
Register Online
Earlybird deadline: Sept. 22

Little Rock, Nov. 1718
Register Online
Earlybird deadline: Nov. 3