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When and Where
  • 11/2/2021 9:00 AM CDT
  • 11/3/2021 3:00 PM CDT
  • Tulsa
  • OK

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DAY 1

• IRA Terminology – Top 20 Terms

• Explanation of IRA Forms - Not Forms Specific – (Please bring your own forms including Application, Contribution form, Distribution, Rollover Review or Certification and any other commonly used forms)

• Beneficiary Designations including Primary and Contingent, Trusts and Estates

• Qualifications, 2021 Contribution, Income Phase-out limits, Age Limits and other new regulations for a:

o Traditional IRA

o Roth and Conversion Roth

o SEP IRAs contributions and IRS reporting

Day 2

• Updated legislative regulations on IRAs as the result of the SECURE and CARES Acts and the 2021 Cost of Living Adjustments

• Health Savings Accounts – overview and clarifying responsibility

• QP Rollovers and IRA Rollovers and Transfers

• Distributions

o Federal Income Tax Withholding

o Before age 59½ - reporting the penalty exceptions

o At age 72 beginning in 2021– including mandatory notices

o 9 Biggest Mistakes of IRA Beneficiary Payouts

o Rules on new nonspouse beneficiary payout requirements beginning in 2020

o Overview and Explanation of IRS Reporting Requirements

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