CFTEA

2021 Ascend IRA Conference

$1,399.00

Date/Time: 9/13/2021 - 9/15/2021
Code: S5079L

Description

September 13-15, 2021 – Portland, ME
Westin Portland Harborview
157 High Street
Portland, ME 04101
207-775-5411
Room Rate: $229
Cut-Off Date: August 10,2021

Course Overview

Whether you’re interested in learning the fundamentals or want to explore more advanced topics, Ascend courses cover all aspects of retirement, health, and education savings plans. Below is a sampling of course titles.

IRA Topics

  • Advanced IRA Issues: Taking Penalty-Free Distributions
  • CIS II Exam Prep Workshop
  • Employer Options: SEP Plans and SIMPLE IRAs
  • Handling IRA Excess Contributions
  • Intro to IRAs
  • IRA Legal Issues
  • IRA Reporting
  • IRA Update
  • Roth IRAs: What You Should Know
  • Withholding Requirements for IRAs

 

IRA/Quaified Plan Topics

  • Advanced Beneficiary Topics for IRAs and QRPs
  • Advanced Portability for IRAs and QRPs
  • Automatic Rollovers: What You Should Know
  • Beneficiary Options for Deaths in 2020 and Beyond
  • Finding a Strategy for Missing Participants
  • Introduction to Beneficiary Options
  • Required Minimum Distributions

 

HSA Topics

  • CHSP Exam Prep Workshop
  • HSA Advanced Concepts
  • HSA Certification Workshop
  • HSAs: Exploring Their Advantages
  • Introduction to HSAs

 

Qualified Plan Topics

  • Introduction to QRPs
  • QRP Legal Issues
  • QRP Update
  • Small Business Options: Focus on Solo(k) Plans

 

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