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Fall 2023

Day 1
  • 7:30 - 8:30 am
    Breakfast
  • 8:30 - 9 am
    Opening Session
  • 9 - 10:45 am
    Introduction to IRAs ands IRA History and Guidance
  • 10:45 - 11 am
    Break
  • 11 am - 12 pm
    IRA Establishment and Amendments
  • 12 - 1 pm
    Lunch
  • 1 - 2:15 pm
    IRA Contributions
  • 2:15 - 2:30 pm
    Break
  • 2:30 - 4 pm
    Excess Contributions and Recharacterizations
  • 4 - 5 pm
    Study Session
Day 2
  • 7:30 - 8:30 am
    Breakfast
  • 8:30 - 9 am
    Review of Day 1
  • 9 - 9:50 am
    IRA Investments and Fees
  • 9:50 - 10 am
    Break
  • 10 - 11 am
    Prohibited Transactions
  • 11 - 11:15 am
    Break
  • 11:15 am - 12 pm
    Transfers and Rollovers
  • 12 - 1 pm
    Lunch
  • 1 - 2 pm
    Transfers and Rollovers Cont.
  • 2 - 2:15pm
    Break
  • 2:15 - 3:15 pm
    Roth IRA Conversions
  • 3:15 - 4:30 pm
    Traditional and Roth IRA Distribution, Taxation and Withholding
  • 4:30 - 6 pm
    Networking Happy Hour
Day 3
  • 7:30 - 8:30 am
    Breakfast
  • 8:30 - 9 am
    Review of Day 2
  • 9 - 9:50 am
    Required Minimum Distributions (RMDs)
  • 9:50 - 10 am
    Break
  • 10 - 11 am
    Beneficiary Designations Trust and Estate Issues
  • 11 am - 12 pm
    Beneficiary Distribution Options Part 1
  • 12 - 1 pm
    Lunch
  • 1 - 2 pm
    Beneficiary Distribution Options Part 2
  • 2 - 2:10 pm
    Break
  • 2:10 - 3 pm
    IRA Reporting Requirements and Record Retention
  • 3 - 3:15 pm
    Break
  • 3:15 - 4:15 pm
    Legal Concepts
  • 4:15 - 5:15 pm
    Study Session
Day 4
  • 7:30 - 8:30 am
    Breakfast
  • 8:30 - 9 am
    Review of Day 3
  • 9 - 10:30 am
    Simplified Employee Pension Plan (SEP)
  • 10:30 - 10:45 am
    Break
  • 10:45 am - 12 pm
    Savings Incentive Match Plan (SIMPLE)
  • 12 - 1 pm
    Lunch
  • 1 - 2:30 pm
    Comprehensive Review
  • 2:30 - 2:45 pm
    Break
  • 2:45 - 4 pm
    Comprehensive Review Cont.
  • 4 - 5 pm
    Study Session

Hear From Past Attendees

IRA Academy 2022 Fall Agenda Cover for Agenda Site Page

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IRA Academy 2022 Agendas

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