Calendar of Events

Exploring the IRA Universe - Part III of IV: Auditing and Compliance; How to Audit your IRA Accounts

12/01/2017, 10:00 AM to Noon

No location provided

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

Description:

Exploring the IRA Universe - Part III of IV

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

 

Presented by Patrice M. Konarik
Friday, December 1st, 2017
10:00 am - Noon CT

PART III
IRAs:
Way Beyond the Basics; Beneficiaries and Distributions
  • IRA Beneficiaries
    • Basic difference between primary and contingent beneficiaries
    • Naming an estate or trust as a beneficiary
    IRA Distributions includes:
    • IRS penalty exceptions prior to age 59½ and the proper IRS coding
    • Required Annual Notifications for RMDs and Withholding
    • The NINE red flags of beneficiary payouts – including reporting pitfalls
    • Extensive discussion of beneficiary payout options – including spouse, nonspouse, estate and trust
    • Setting up the Inherited IRA and documentation requirements

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