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SDBA 2017 IRA Basics - Sioux Falls
Best Western Plus Ramkota Hotel
3200 W Maple St
Sioux Falls SD, 57107
USA
605.336.0650

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Thursday, December 07, 2017, 8:30 AM - 3:45 PM CST
Category: Seminars

SDBA IRA BASICS

December 7, 2017

Sioux Falls, SD

 

Course Highlights

Introduction to IRAs

  • Explain the benefits of an IRA
  • Identify the tax differences of a Traditional and Roth IRA

Establishing an IRA

  • Examine the process for establishing an IRA and the required documents
  • Differentiate between the types of beneficiaries

Funding

  • Learn about the Traditional and Roth IRA eligibility requirements
  • Identify the Contribution limit and deadline

IRA Distributions

  • Distinguish the possible taxes on IRA distributions
  • Identify federal and state tax withholding requirements
  • Examine IRS penalties and their exceptions

Portability

  • Identify the differences between a rollover and a transfer
  • Recognize rollovers between IRA’s and employer-sponsored retirement plans

Reporting

  • Learn which IRA form to use for each type of transaction and how to complete it properly so proper reporting and compliance issues can be performed.

Schedule

8:30—9:00 a.m. Registration
9:00—noon Program
noon— 12:45 p.m. Host Lunch
12:45—3:45 p.m. Program Continues

Location

Ramkota Hotel
3200 West Maple St. Sioux Falls
605.336.0650

Who Should Attend

You should attend this seminar if you:

  • need to learn the basics of Traditional and Roth IRAs or
  • want an updated, general refresher on IRA rules

Registration Fee

Registration includes program, handouts, breaks and lunch.

Member: $255/person.................Non-Member: $360/person
After Nov 16: add $30/person......On Site: add $40/person
Registration fee includes $25 for meals and breaks. This information is provided for your tax records, in keeping with the IRS 50 percent deductible provision under Section 274 (n) of the Internal Revenue Code.

Credits: We have applied for six hours of continuing education credits from the SD Division of Insurance.

Questions: Call the SDBA at 800.726.7322 or email Halley Lee at hlee@sdba.com.


Contact: Halley Lee - 800.726.7322 or hlee@sdba.com