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Day 1 - Monday, September 14, 2020

  • 8:30 - 9 am
    Opening Session
  • 9 - 10:45 am
    Introduction to IRAs, IRA History, and Guidance
  • 10:45 - 11 am
    Break
  • 11 am - 12 pm
    IRA Establishment and Amendments
  • 12 - 1 pm
    Break
  • 1 - 2:15 pm
    IRA Contributions
  • 2:15 - 2:30 pm
    Break
  • 2:30 - 4 pm
    Excess Contributions and Recharacterizations

Day 2 - Tuesday, September 15, 2020

  • 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
    Break
  • 1 - 2 pm
    Transfers and Rollovers Continued
  • 2 - 2:15 pm
    Break
  • 2:15 - 3:15 pm
    Roth IRA Conversions
  • 3:15 - 4:30 pm
    Traditional and Roth IRA Distribution Taxation and Withholding

Day 3 - Wednesday , September 16, 2020

  • 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
    Break
  • 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

Day 4 - Thursday, September 17, 2020

  • 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
    Break
  • 1 - 2:30 pm
    Comprehensive Review
  • 2:30 - 2:45 pm
    Break
  • 2:45 - 4 pm
    Comprehensive Review Continued

Hear From Past Attendees

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IRA Academy 2020 Agenda

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