Day THREE Course Curriculum

November 4, 2020

    1. 2021 Cost-of-Living (COLA) Adjustments

    1. Watch Live Video and Playback (HSAs - Exploring Their Advantage)

    2. Presentation - HSAs Exploring Their Advantage

    3. Alternative Viewing and Sound

    4. Quiz - HSAs - Exploring Their Advantages

    5. Post Session Survey - HSAs Exploring Their Advantage

    6. Generate Certificate of Completion

    1. Watch Live Video and Playback (2020 IRA Reporting)

    2. Presentation - 2020 IRA Reporting

    3. Alternative Viewing and Sound

    4. Quiz - 2020 IRA Reporting

    5. Post Session Survey - 2020 IRA Reporting

    6. Generate Certificate of Completion

    1. Watch Live Video and Playback (Advanced IRA and QRP Portability and Conversions (Part 1)

    2. Presentation - Advanced IRA and QRP Portability and Conversions

    3. Guidebook - Advanced IRA and QRP Portability and Conversions (BOTH Parts)

    4. Alternative Viewing and Sound

    5. Post Session Survey - Advanced IRA and QRP Portability and Conversions (Part 1)

    6. Quiz for Part 1 element combined under Part 2 session

    7. Generate Certificate of Completion

    1. Watch Live Video and Playback (Beneficiary Options For Deaths in 2020 and Beyond)

    2. Presentation - Beneficiary Options for Deaths in 2020 and Beyond

    3. Guidebook - Beneficiary Options For Deaths in 2020 and Beyond

    4. Alternative Viewing and Sound

    5. Quiz - Beneficiary Options for Deaths in 2020 and Beyond

    6. Post Session Survey - Beneficiary Options For Deaths in 2020 and Beyond

    7. Generate Certificate of Completion

    1. Watch Live Video and Playback (Advanced IRA and QRP Portability and Conversions (Part 2)

    2. Presentation - Advanced IRA and QRP Portability and Conversions

    3. Guidebook - Advanced IRA and QRP Portability and Conversions (BOTH Parts)

    4. Alternative Viewing and Sound

    5. Quiz - Advanced IRA and QRP Portability and Conversions (Part 1 and Part 2)

    6. Post Session Survey - Advanced IRA and QRP Portability and Conversions (Part 2)

    7. Generate Certificate of Completion

About this course

  • $395.00
  • 43 lessons
  • 0 hours of video content

(1a) HSAs - Exploring Their Advantage

Nov. 4 (Day Three) 11:00 - 12:15 ET

HSAs are receiving much attention in the marketplace because of the powerful tax benefits they offer account owners. In this course we will dissect the HSA’s most commonly-touted advantages, and take a close look at some of its very important, but lesser-known, features. We will also examine whether account owners are maximizing the potential of their HSAs, and consider what might be on the horizon to help make the most of these accounts.

(1b) 2020 IRA Reporting

Nov. 4 (Day Three) 11:00 - 12:15 ET

Join us for an overview of IRA reporting requirements, including what’s new for tax year 2020. Learn what information financial organizations must report to IRA owners and to the IRS on IRS Forms 5498 and 1099-R, and the fair market value and required minimum distribution (RMD) statements.

(2a) Advanced IRA and QRP Portability and Conversions (Part 1) - CIS II

Nov. 4 (Day Three) 1:00 - 2:15 ET

Learn about all of the IRA and employer-sponsored retirement plan portability options and the requirements for properly carrying them out. Gain an understanding of the rules and learn the differences between each transaction. Discussion includes taxation, eligible plan types, ineligible distributions and movements of assets, reporting, and what’s new.

(2b) Beneficiary Options For Deaths in 2020 and Beyond

Nov. 4 (Day Three) 1:00 - 2:15 ET

The SECURE Act has brought many changes, and one of those changes is to beneficiary options. This course will walk through the possible distribution options for both IRA and qualified retirement plan beneficiaries when the account owner dies in 2020 or later.

(3a) Advanced IRA and QRP Portability and Conversions (Part 2) - CIS II

Nov. 4 (Day Three) 1:00 - 2:15 ET

Continuation of Part 1

(3b) QRP Legal Issues

Nov. 4 (Day Three) 2:30 - 3:45 ET

Most employers don’t want to be burdened by the details of plan administration. Yet those details cannot be ignored. This course addresses the legal and compliance issues that apply to employer-sponsored retirement plans. Leave with a better understanding of the topics discussed and, if time permits, the instructor may be able to address your questions about complex legal issues your clients have.