2023 IRA Advanced Virtual Seminar Recording

Member: $ 530
Non-Member: $ 730

Speaker: Debbie Crawford, gettechnical, inc

This recording is from a 1-day instructor led program held on October 19 via Zoom. Recordings are 4 MP4 links. Electronic materials will be sent as well.

The IRA Advanced class is designed for those who need information on what is new and changed in IRAs. We also include a review of products and compliance issues. While not designed for those who are new to IRAs, it does include enough basics to get you started and focuses on those areas that change each year.

Topics include:
•             Product update and review of changes
•             Premature distributions
•             Exceptions to the 10% penalty
•             Annuity Distributions
•             Tax levies on IRAs
•             Transfers and rollovers after 72
•             72 calculations & issues
•             Waivers
•             Charitable distributions
•             Death distributions—New 10 year rule for nonspouse beneficiaries
•             Primary vs. contingent beneficiaries
•             Treating the IRA as spouse’s own
•             Inheriting the IRA
•             Successor beneficiaries, disclaimers, calculations
•             Special topics
•             Recharacterizations
•             Conversions and reconversions
•             Revocations
•             Excesses
•             Compliance, auditing and reporting

When
10/19/2023 - 4/19/2024

Know your login? Sign in here to order.

Not sure if you have a login? Use the search below.

Please enter your search criteria to view results

If you recognize any details above, use the links below to retrieve your username or reset your password.

 

If you need your username...    If you know your username...
Retrieve Your Username    Reset Your Password

 

If none of the above apply click here to create an account.