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IRA online outline
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Price per Unit (piece):
$199.00
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Individual Retirement Accounts- Comprehensive
RECOMMENDED FOR: IRA Personnel Customer Service Representatives/Member Service Representatives, Health Savings Accounts Administrators, Branch Administrators, Training and Compliance Trust officers TOPICS COVERED: - Review of IRAProducts
- Traditional IRA
- Roth IRA
- Simplified Employee Pension Plan conduit IRA’s
- Education Savings Accounts
- Premature distributions
- Exceptions to the 10% penalty
- Annuity Distributions
- Simple IRA
- Moving and changing IRA’s
- Qualified Retirement Plan Rollovers
- Rollovers from IRA to IRA
- Transfers from IRA to IRA
- Changes on issues of portability and Tax levies on IRA’s
- New rules for required minimum
- distributions
- Required beginning date
- Formula
- Uniform Table
- Reporting
- Waivers
- Transfers and rollovers after 70 ½
- Death Distributions
- 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
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