New
22WS-1235: Surgent's Avoiding the Top 10 Mistakes That Can Wipe Out Retirement Savings (Webinar)
If you have questions about this event, please call us at 952-831-2707.
Friday, December 16, 2022
9:00am - 11:00am Central Time
2 CPE (2 technical)
Years of growth in a retirement account can be wiped out by one mistake. As such, retirement account owners and their advisors should take care to ensure that IRAs are operated in compliance with the governing regulations. This includes ensuring that distributions are handled properly, and that movement of retirement assets does not violate the limitations that apply.
Major subjects
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The 10% penalty
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Net unrealized appreciation
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Roth IRA conversions and withholding
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Rollovers and the limitations
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Direct rollovers, indirect rollovers, and tax withholding
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Beneficiary portability rules
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Taxes and the ordering rules for Roth IRAs
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Excess contributions and the 6% excise tax
Learning objective(s)
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Advisors who attend this session will learn how to:
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Identify penalties that can apply to distributions, and how they can be avoided
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Identify portability mistakes that can result in unintended tax consequences
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Move inherited retirement assets in a manner that preserves tax deferred status
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Avoid the penalty that can apply to ineligible contributions
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Explain the operational and compliance requirements for Roth IRA conversions
Who should take this program?
All practitioners advising clients on these complex issues
Fees
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you are a
nonmember.
If you register, you will be charged
$99.00
(Standard Nonmember Fee).
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Standard Member Fee |
$99.00
|
 Standard Nonmember Fee |
$99.00
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