Calendar of Events

Exploring the IRA Universe - Part I of IV: The Basics; Definitions, Forms and Plan Types

10/19/2017, 1:30 PM to 3:30 PM

No location provided

Amy Davis adavis@msbankers.com 601-948-6366

Description:

Exploring the IRA Universe - Part I of IV Part Series

This is Part I of a four-part series.
Attend all sessions for complete information or any one independently.

 

Presented by Patrice M. Konarik
Thursday, October 19th, 2017
1:30 pm - 3:30 pm CT

PART I
IRAs: The Basics
; Definitions, Forms and Plan Types
  • Review of top terminology of IRAs
  • Basic Forms Required To Open, Close, Move and Maintain IRAs (have your own forms - including application, contribution and distribution forms - available during the webinar)
  • Qualifications, Contribution Limits and Deadlines for:
    • Traditional IRA and Roth IRAs
    • Conversion Roth (IRS codes and reporting)
    • SEP IRAs
       

Register for the entire series here
Register for Part I - Thursday, October 19th, 2017 -1:30 pm - 3:30 pm CT
Register for Part II - Thursday, October 26th, 2017 -10:00 am - 12:00 pm CT
Register for Part III - Friday, December 1st, 2017 -10:00 am - 12:00 pm CT
Register for Part IV - Tuesday, December 5th, 2017 -10:00 am - 12:00 pm CT