IRA and HSA Webinars

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Alert! IRA Changes and Clarifications from the IRS Under the CARES Act
Webinar | 1 Hour | UPDATED JULY 2020

Three IRS news releases bring work on IRAs for you! Learn what you have to do for the clarifications to the CARES Act!

During this one-hour webinar we will cover the three IRS Notices were released recently and give you work to do!

IRS Notices require you to tell customers that are in RMD that they can waive the distribution.
If the customer has already taken the distribution then the customer has... Details
Alert! IRA Law Changes with SECURE Act

On Dec. 20, the President signed the Setting Every Community Up for Retirement Enhancement Act (SECURE Act), it has many changes to retirement plans and this one-hour update will cover the Individual Retirement Changes! The age of 70 ½ has now been changed to 72 for distributions for Traditional IRAs. The age 70 ½ is repealed for contributions. The inherited IRA has been changed from the “stretch” of a beneficiary’s life expectancy to 10 years. This IRA... Details
Inherited IRAs and Death Distributions
Webinar | 1 1/12 hours

SECURE Act changes rules for Beneficiaries

The general rule is now a 10 year payout. Who can still use life expectancy? Which life expectancy? How do we calculate the life expectancy? All of these questions will be addressed in this 90 minute webinar.

Covered Topics:
• Who is designated and who is an eligible designated beneficiary?
• What is payout for someone who is disabled or chronically... Details
IRA Advanced Update & Review Including a Deeper Dive into the SECURE Act
Webinar | 1 1/2 Hours

Way beyond basics this is for the experienced IRA professional!
Professional IRA Administrators manage millions of dollars in deposits every day. Do you know how to handle the complex tax and legal issues of IRAs? If not, this program is for you! Build your skill set and increase your IRA expertise.

Program Highlights:
During this two-hour webinar we will look at all the complex issues of IRAs. We will cover the... Details
The IRA Bundle contains three webinars, regularly priced at $567, on sale now for only $399!

This bundle includes the following webinars:

1. IRAs: The Products.

This IRA webinar is designed for those new to IRAs or is a great review for those who have been in the business for a while. It addresses the purpose of IRAs, the role IRAs play in an account holder’s retirement strategy and all the different types of IRAs and their... Details
IRAs: The Basics Updated for the SECURE Act
Webinar | 1 1/2 Hours

Do you call IRAs “I Run Away”? If you do this webinar is for you and your Staff?

Many banks have major exposure on the mishandling of IRAs at the frontline and have little awareness of that risk until it is too late! This program is designed to train all staff on the questions and answers on IRAs that everyone should know. This program is updated for the SECURE ACT. Train your staff on the new rules for 2020.

Program... Details