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2024 IRA Basics Seminar - Kansas City

This course is designed as a “Very Basic” IRA as it is designed to build a great solid IRA foundation. The seminar will start with the differences between a traditional and a Roth IRA, and then discuss how to set up a new IRA and the eligibility rules to contribute to an IRA. The biggest topic for new people to discuss is the moving of money from one financial institution to another. This involves IRA transfers and rollovers, plus the direct rollovers from a qualified plan. Discussion will go through the 13 exceptions to taking money out of an IRA before age 59.5 to avoid the penalty tax, and how RMD is calculated in a traditional IRA. There will be an introduction into death distributions. Finally, cover how to take money out of a Roth IRA.
4/19/2024 8:00 AM - 3:30 PM
Central Daylight Time
Courtyard by Marriott Kansas Cty East/Blue Springs 1500 NE Coronado Drive Blue Springs, MO

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