IRAs A to Z Training - Fargo
IRAs A to Z gives you a comprehensive overview of fundamental IRA concepts.
Country Inn & Suites Fargo
3316 13th Avenue SouthFargo, ND 58103-3405
United States
Event Details
ICBND is excited to partner with Ascensus to offer IRA Workshops in Bismarck and Fargo! This one day session will be offered on September 25, 2024 at the Ramada Inn, in Bismarck, and September 26, 2024 at the Country Inn & Suites, in Fargo. Please select which day you'd prefer to attend when registering.
Use coupon code ICBND10 when registering for a 10% discount!
Register here!
IRAs A to Z gives you a comprehensive overview of fundamental IRA concepts. Exercises are included throughout each half-day training to help you apply information to job-related situations. You will leave this session with increased confidence and a better understanding of how to handle most common IRA transactions. Limited IRA knowledge is assumed, but a basic understanding of IRAs is beneficial.
Schedule for IRA Workshops (Same Schedule at Both Locations)
| 8:00 am - 8:30 am | Registration |
| 8:30 am | Seminar Begins |
| 12:00 pm - 1:00 pm | Lunch (on your own) |
| 4:45 pm | Seminar Concludes |
Course Topics May Include
Introduction and Establishing IRAs
- Identify the tax advantages of Traditional and Roth IRAs
IRA Funding
- Compare and contrast the Traditional and Roth IRA eligibility requirements
- Explain the regular contribution limit
- Distinguish the regular contribution deadline
- State the rules for prior-year contributions
- Communicate the regular contribution reporting deadlines
Moving IRA Assets
- Differentiate between a rollover and a transfer
- Show how assets are moved between employer-sponsored retirement plans and IRAs
- Demonstrate how to report the transactions
IRA Distributions and Beneficiary Options
- Identify federal income tax withholding requirements
- Recognize the exceptions to the early distribution penalty tax
- Summarize the tax consequences of Traditional and Roth IRA distributions
- Define a required minimum distribution (RMD) and the required beginning date (RBD)
- Describe beneficiary distribution options when an IRA dies on or after January 1, 2020
- Recognize the differences for the different beneficiary types
- Communicate the distribution reporting deadlines
Who Should Attend?
You should attend this workshop if you have a working knowledge of basic IRA operations and are looking to expand your expertise and provide enhanced customer service.
Continuing Education Credits
Visit Acensus's website at https://www.retsupport.com/resources/pdfs/certificates/CECreditChart.pdf to view the number of CE credits you may be eligible to earn by attending the IRAs A to Z workshop.
For More Information:
1136 West Divide Avenue P.O. Box 6128Bismarck, North Dakota 58501
United States 701.258.7121
Remember to use Coupon Code ICBND10 When Registering!
Price: $399 per attendee per day
September 26, 2024
Country Inn & Suites Fargo
3316 13th Ave. S., Fargo, ND 58103
701-234-0565