Program Description:
Beyond the Essentials: Moving IRA Assets provides detailed information on complex IRA portability issues and is the third installment in our series of Beyond the Essentials courses. Individuals attending this seminar will learn more than just the basics of moving IRA assets. Attendees will study advanced issues, such as how to properly move IRA assets awarded through a divorce decree, how to move IRA assets to a health savings account (HSA), and how to roll over pretax, after-tax, and Roth assets from employer-sponsored retirement plans to Traditional and Roth IRAs. Attendees will also learn about recent legislation and how it will affect their IRA operations.
This seminar covers:
- IRA Legislative Update
- Understanding and Processing Transfers and Rollovers
- Portability between Retirement Plans and IRAs
- Conversion and Recharacterization Issues
Course Benefits
After attending this seminar you will be able to:
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Understand how to move IRA assets to an HSA,
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Process rollover contributions that consist of pretax, after-tax, and designated Roth account assets,
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Help your clients take advantage now of the conversion opportunities that become effective in 2010, and
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Determine the net income attributable (NIA) for a recharacterized contribution
Who Should Attend:
You should attend this seminar if you
- Deal with IRA portability issues,
- Need to know the portability rules (effective in 2008 & 2010)
- Are responsible for educating others on portability issues,
- Have previously attended an IRA course and are ready for a more in-depth study of IRA portability issues.
Presenter:
BISYS Retirement Plan Services.Education is the cornerstone on which BISYS was founded. For 30 years they have trained qualified retirement plan and IRA professionals with the most comprehensive educational programs in the retirement services industry. BISYS now trains about 12,000 industry professionals each year through instructor-led training, web-enhanced telephone seminars, Internet/PC-based training, and on-site programs.
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