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IRA Advanced

Thursday, January 19, 2017

11:30 am - 1:30 pm PT

12:30 pm - 2:30 pm MT

1:30 pm - 3:30 pm CT

2:30 pm - 4:30 pm ET

2 Hours
$245 early bird (one week prior to event)
BOL Learning Connect
Carin Eisenhauer +1 (888) 229-8872

Incorrect information is provided to IRA accountholders too often due to “knowledge” gained from unreliable sources on the internet. While most employees are not licensed to give “advice” to IRA accountholders, it is permissible to give customers information – as long as it’s correct. Correct information becomes critical when you’re talking about moving money between IRA accounts, which if done incorrectly can result in huge tax consequences to your IRA accountholders.

In this two-hour Webinar you will learn and understand the following concepts:

  • The difference between a Qualified Plan Direct and (Indirect) Rollover
  • The REAL difference between an IRA Rollover and an IRA Direct Transfer
  • Distribution exceptions Prior to age 59.5
  • Distribution calculations at Age 70.5
  • Distributions to spouse and non-spouse beneficiaries
  • 9 red flags of beneficiary payouts

Who Should Attend:
New Account Personnel (may require some IRA experience) Customer Service, Call Center personnel for Customers and Branch Personnel, Auditors, Compliance, Beginners and Experienced Personnel who want to better understand the more complicated areas of IRAs

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