Iras Telephone Seminars

IRA and Qualified Plan Distributions BenefitsThis audio conference is specially designed for those who advise their clients on IRA and qualified plan distributions. It will focus on the required minimum distribution rules and how an IRA payable to a trust may still qualify as a designated beneficiary. This program can help you spot and avoid some of the common mistakes taxpayers make with their IRAs and inherited IRAs. This audio  more...

Investing IRAs and Qualified Plan Rollovers in Real Estate, Franchises, Start-Ups and Other Private Investments - Techniques and ..., private fund managers and franchisors have come to view IRAs and qualified plan rollovers as sources of capital. This raises significant policy and enforcement issues for government regulators, especially with the advent of large Roth IRA's. By attending this teleconference, you will learn the common investment scenarios in this area, the rules that apply to them, and the associated issues,  more...

IRA Rollovers and Transfers: Common Portability and Processing Concerns ... specially designed for those who advise their clients on IRAs. We'll focus on the options available both to IRA owners and their beneficiaries when it comes to transferring an IRA. You'll find out how an IRA owner can obtain relief for missing the 60-day rollover deadline and learn about the permissible ways a spouse and nonspouse beneficiary can set up an inherited account. This  more...