Financial Planning Webinars for professionals

Familarize Yourself or Train Your Staff on Important Financial and Retirement Planning Topics

Traditional IRAs, Roth IRAs, SEP IRAs, SIMPLE IRAs, Defined Contribution plans including 401(k)s, and 403(b)s.

Save time and money by participating in our webinars from the convenience of your home or office. Live webinars are available for an unlimited number of attendees at one location. Rewatch them again and again as recorded or archived webinars.

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Topics Include The Following:

  • Portability rules: Employer plans to IRAs and Roth IRA
  • Portability Rules: Between IRAs and Roth IRAs
  • Funding Options for IRAs: An explanation of the funding options that apply to IRAs
  • Roth IRAs: Recharacterizations and Reconversions
  • Avoiding IRA mistakes and penalties
  • Distribution planning : pre 59 ½ and age 70 ½
  • Roth IRA distributions: The five year rules
  • Required Minimum Distributions
  • Distribution planning for beneficiaries, including separate accounting rule
  • IRA based Employer plans for small businesses
  • Planning ideas and tips for year end and the upcoming year
  • Tax withholding and tax reporting for IRAs and employer plans

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