The Dubious Dozen: Destructive Retirement Decisions & Learning from Other People’s Mistakes with Ed Slott & Company
MAY 19, 2022 | 8:00 – 10:00 AM
Virtual Event Via Zoom
2 Continuing Education Credit Hours via Zoom
Join three of Ed Slott & Company’s key IRA Experts – Sarah Brenner, JD; Andy Ives, CFP®, AIF®; and Ian Berger, JD – who will take a deep dive into common mistakes and lessons learned from the notoriously complex and easily violated IRA and retirement plan rules.
CE-RELATED COURSE INFORMATION
“It’s good to learn from your mistakes. It’s better to learn from other people’s mistakes.” – Warren Buffett
The IRA and workplace plan retirement rules are notoriously complex and easily violated. In many cases, mistakes cannot be fixed, and substantial taxes and penalties are owed. This course includes a deep dive of common real-life retirement plan mistakes and the lessons that can be learned from those mistakes.
This 2-Hour Virtual Program includes:
Introduction to the rollover rules— the once-per-year rule, the 60-day deadline, the same-property rule, and the 20% mandatory withholding rule for certain workplace plan distributions that are not directly rolled over.
Tips on advising clients on retirement issues arising upon divorce, such as the right way to split IRA funds, revocation-on-divorce laws and ERISA spousal rights.
How to fix excess IRA contributions to avoid or minimize the 6% excise tax.
Learn how beneficiaries can claim basis to lower taxes on inherited IRAs.
Identify how the 10% early distribution penalty works and common problems with claiming certain exceptions to that penalty.
Explore the dangers of holding alternative investments in IRAs and how a prohibited transaction can cause IRA funds to become exposed to bankruptcy creditors.
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Fidelity Institutional℠ provides a comprehensive clearing and custody platform, brokerage services, trading capabilities, and practice management and consulting to registered investment advisers (RIAs), including strategic acquirers and professional asset managers, as well as retirement recordkeepers, broker-dealer firms, banks, and insurance companies through National Financial Services LLC (NFS) or Fidelity Brokerage Services LLC, Members NYSE, SIPC. In addition to providing services to third-party institutions, the NFS brokerage platform supports all the clearing and custody businesses at Fidelity, including Fidelity’s retail and capital markets businesses, bringing NFS assets under administration to more than $4 trillion as of 09/30/21.
Fidelity Investments and Fidelity Institutional® (together “Fidelity”) is an independent company, unaffiliated with BrutonChisnell Advisors LLC (BCA). Fidelity is a service provider to BCA. There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity, nor is such a relationship created or implied by the information and content herein. Fidelity Institutional provides clearing, custody, or other brokerage services through National
Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 979899.2.0
*There are no prerequisites or advanced preparation required for this group internet-based workshop. The program level is beginner. Ed Slott and Company is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
**IRS – course is approved for Enrolled Agents (EA) and Return Preparers (OTRP) for (Federal Tax Law / Federal Tax Related)
Bruton Chisnell Advisors, LLC, Bruton Chisnell Partners, LLC, Ed Slott & Company, and Fidelity are separate entities from Valmark Securities, Inc.