Course Overview

This IRA Planning program is built around educating pre-retirees and retirees about the potential pitfalls one may encounter when working with “Qualified” accounts. We will address IRAs and other retirement accounts regarding contribution limits, taxation, the effects of withdrawals, required minimum distributions, and inheritance. Attendees will receive a handout with up-to-date IRA information and article reprints for continued learning at home.

Key Topics:

  • Rules of the road for Traditional and Roth IRAs
  • What to do with your Company-Sponsored Plan after you leave
  • Taxation pitfalls from IRA distributions
  • Required Minimum Distributions
  • Coordinating your IRA with your Estate Planning
  • Designated and Non-Designated beneficiaries


  • Traditional and Roth IRA contribution limits and taxation
  • Six Rollover options for your employee-sponsored plan funds
  • Potential "side-effects" of IRA distributions
  • How to calculate Required Minimum Distributions and 3 common RMD mistakes
  • The difference between direct and indirect roll-overs
  • How to coordinate your IRA planning with you overall retirement, estate, tax, education, Social Security and financial plans
  • Inherited IRA Spousal Rules and the "Stretch" IRA
  • How to properly retitle and/or inherit an IRA
Thank you for your interest in this course. Unfortunately, the course you have selected is currently not open for enrollment. Please complete a Course Inquiry so that we may promptly notify you when enrollment opens.
This is a 2 Hour Course

Course Materials

All course materials will be provided electronically.

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