Top 10 IRA Issues

Although not quite as funny as other Top 10 Lists, this webinar will provide an interesting and unique perspective on the Top 10 IRA issues facing financial organizations today.

This program is Part 3 of a 3 Part Series. For more information and series pricing, Click Here.

Covered Topics:

  • Discuss the most current top issues surrounding IRAs that financial organizations frequently encounter
  • Understand the requirements, restrictions, and tax implications of completing a "backdoor Roth" conversion
  • Evaluate succession planning for your IRA program
  • Identify the opportunities for clients who are rolling over a mix of pretax and after-tax money from their 401(k) plans
  • Examine advanced reporting issues, including worthless assets
  • Explain the particulars and debunk the common misconceptions of the one-per-12-month rollover rule

Who Should Attend?

Those responsible for IRA compliance or operations at their financial organization will benefit from this program.