IRA and HSA Webinars

 
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Webinar | 1 1/2 Hours | CE Credits: 2.0

If you are the IRA coordinator in your financial institution and you have ever wondered “are we in compliance”? This is the IRA program for you. You will learn how to look at paperwork, as well as reporting and balancing your IRA plans at your financial institution. This “hands on” program designed for auditors or IRA Administrators and those who are responsible for these detailed products.



Topics... Details
Webinar | 1 1/2 Hours | CE Credits: 2.0

Health Savings Accounts, friend or foe? Account holders like HSAs, but does the financial institution? Find out the good, the bad and the ugly of Heath Savings Accounts. This webinar is designed to enable you to answer most account holder questions about HSAs as well as open, document and report these products correctly. Learn about eligibility rules, contribution rules and distributions from Health Savings Accounts.... Details
Webinar | 1 1/2 Hours | CE Credits: 2.0

You are now in charge of your institution’s IRA department. What should you do next? This program is designed to orient you into the complex legal paperwork and reporting for IRAs. The must do’s, the should do’s and a host of other good tips for IRA Administrators.



Topics Covered

All the IRA deadlines
Reporting to the IRS
Documentation to open and close accounts
Tracking... Details

Webinar | 1 1/2 Hours | CE Credits: 2.0

“I don’t want to pay taxes when I take my money out!” “I want to pull my money out now before I retire!” “Can I rollover my money from my retirement plan?” These are just a few of the statements and questions you get asked when dealing with IRA account holders. If you have just started with IRAs or want a good review of IRA fundamentals, this is the webinar for you. Get your questions and a few more answered in this webinar.... 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.

Description:
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
In this IRA webinar, we will work on the distribution side of the IRA. You will learn how to do all kinds of distributions from the IRA, from premature to normal distributions. We will cover the reporting and the penalties your customer/member may face if this is done improperly. We will work some 70 ½ problems and make sure that your financial institution is ready to go for this year’s distributions.

Program Highlights:
• Premature distributions
• Normal... Details
This four-part series will touch on all of the aspects your financial institution faces in opening and closing IRAs. Topics covered include basic information, updates and reviews of regulation changes, what to do when your account holder moves money or dies, auditing, reporting, compliance and tools for success. Each session can be purchased independently ($189) or the entire series can be purchased at the discounted rate of $599.

Series includes:
- IRAs: The... Details
Webinar | 1 1/2 Hours | 2.0 CE Credits

IRAs get a pay raise for 2019! All new IRA numbers for 2019 bring increased deposits and revenue opportunities for 2019. You won’t want to miss a complete explanation of all the Tax Cuts Jobs Act changes and a great review of IRA issues for the 2018-2019 tax year.

Already know the basics on IRAs? Just need the new information and a good review for the 2018-2019 tax year? This is the program for you. It is designed... Details

Webinar | 1 1/2 Hours | CE Credits: 2.0

During this webinar we will break down the IRS reporting codes and transactions for all the 1099 and 5498 series for each one of these accounts. You will learn how the IRS wants you to report distributions, contributions, correct errors and report balances. This informative webinar is not for beginners to IRAs. It is designed for IRA Administrators and will help you teach the front line what codes and paperwork to... Details

Webinar | 1 1/2 Hours | CE Credits: 2.0

During this webinar we will break down the IRS reporting codes and transactions for the 1099 and 5498 series for each type of IRA account. You will learn how the IRS wants you to report distributions, contributions, correct errors and report balances. This informative webinar is not for beginners to IRAs. It is designed for IRA Administrators and will help you teach the front line what codes and paperwork to use.
... Details
This IRA webinar is designed for those who work with customers or members to move IRA funds. It is designed for new account specialists and IRA administrators to help your financial institution “get it right” when a customer/member is moving money to your institution. This detailed webinar will take each type of movement and walk you right through how it should be done.

Program Highlights
• Rollover from IRA to IRA
• Transfers from IRA to... Details

Webinar | 1 Hour | CE Credits: 1.25

Designed to help develop a basic understanding of the four IRA products for everyone whois a sales representative, new accounts, loan officer, or branch manager at your financial institution. We don’t all need the deep details, but do need to know who would buy each type of product and how they would benefit from each of the four IRA types: Traditional, Roth, SEP and SIMPLE. This webinar will provide basic training for your IRA... Details
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 eligibility requirements. This webinar will include information on contributions and distributions as well as death distributions. Attendees will leave with less apprehension about their responsibilities and compliance... Details
Webinar | 1 1/2 Hours | CE Credits: 2.0

Account holders ask the most interesting questions about IRAs. During this program we will review common and strange questions account holders may ask you about IRAs and the proper answers to these questions. You will get a good review of IRAs from the account holder’s point of view and the technical and tax reporting implications of your answers.

Question Account Holders Ask
•Can I put in more than $5500 if I ... Details
Webinar | 1 1/2 Hours | CE Credits: 2.0

Inherited IRAs and death distributions are some of the most complex areas of the IRA Administrator's job. In this program, we will take you from the death of the account holder to the beneficiary. During the program, we will look at detailed options for spouse and non-spouse beneficiaries. If you have struggled with these in the past, you may want to know how to set up the file, report it properly to the IRS and give clear... Details