The GSB Online Seminar Series

Presented by: Ascensus  This two-part program will be presented live on: March 24 & 31, 10:00-11:00 a.m. Central Time Recording available through: June 30, 2021 Price: $405   With more baby boomers entering retirement, is your financial organization ready to handle complex beneficiary issues? Many IRA administrators find it difficult to understand the options that are available to IRA beneficiaries. This is a two-part comprehensive course that covers in-depth aspects of Traditional and Roth IRA beneficiary options. This course also covers beneficiary election deadlines, distribution rules and restrictions, reporting requirements, and year-of-death required minimum distribution issues.  Advanced aspects of Traditional and Roth IRA beneficiary options—including beneficiary disclaimers, distributions to trust beneficiaries, reporting issues, and compliance concerns will be covered in part two. Read More

Presented by: Ascensus  This 60-minute program will be presented live on: February 3, 10:00-11:00 a.m. Central Time Recording available through: May 3, 2021 Price: $225   This webinar covers both Traditional and Roth IRA contribution issues, including deadlines, limits, possible tax credits, and Traditional IRA deductibility rules. It is geared to help prepare IRA professionals for the hectic IRA contribution season, that generally takes place between January 1 and April 15. Read More

Presented by: Ascensus  This 60-minute program will be presented live on: February 10, 10:00-11:00 a.m. Central Time Recording available through: May 10, 2021 Price: $225   After participating in this webinar, attendees will understand withholding and reporting requirements as they apply to Traditional and Roth IRA distributions, how the early distribution penalty tax applies to IRA owners, and how IRA distributions are paid out. Read More

Presented by: Ascensus  This 60-minute program will be presented live on: January 20, 10:00-11:00 a.m. Central Time Recording available through: April 20, 2021 Price: $225   For those who are new to IRAs or need a refresher, this webinar provides the fundamentals of Traditional and Roth IRAs. It covers IRA contributions, distributions, and portability, including the rules associated with rollovers between employer-sponsored retirement plans and IRAs. Read More

Get these programs together at a discount: IRA Fundamentals - January 20 Opening and Maintaining IRAs - January 27 IRA Contributions - February 3 IRA Distributions - February 10 Top 10 IRA Issues - February 17 Required Minimum Distributions - February 24 IRA Transfers and Rollovers - March 3 Everything Roth - March 10 Rollovers Between Retirement Plans and IRAs - March 17 IRA Beneficiary Distributions - March 24 & 31 2021 Legislative Update - April 7   Read More

Get these programs together at a discount: IRA Fundamentals      Live on September 16, recording available through December 16, 2020 Opening and Maintaining IRAs      Live on September 23, recording available through December 23, 2020 IRA Contributions     Live on September 30, recording available through December 30, 2020 IRA Distributions     Live on October 7, recording available through January 7, 2021 Top 10 IRA Issues     Live on October 14, recording available through January 14, 2021 Required Minimum Distributions     Live on October 21, recording available through January 21, 2021 IRA Transfers and Rollovers     Live on October 28, recording available through January 28, 2021 Everything Roth     Live on November 4, recording available through February 4, 2021 Rollovers Between Retirement Plans and IRAs     Live on November 11, recording available through February 11, 2021 IRA Beneficiary Distributions     Live on November 18 & 25, recording available through February 25, 2021 Read More