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2020 WBA IRA Workshops
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Climbing the ladder to IRA Success – 2–Part Virtual Series via Zoom

10/14/2020 to 10/15/2020
When: 10/14/2020
8:30 AM
Where: Wyoming
United States
Contact: Cheryl Johnston

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IRAs Virtual Day 1 Agenda 8:30am-4:00pm:

8:30–10:00am Terminology - Top 20 Terms of IRAs

10:00-10:10am Break and Q&As

10:10-12:00pm IRA Forms and Beneficiary Designations

12:00-12:45pm Lunch Break and Q&As

12:45-2:00pm IRA Plan Types – Traditional and Roth IRAs

2:00-2:10pm Break and Q&As

2:10-3:30pm SEP IRAs and Health Savings Accounts

3:30-4:00pm Q&As and Day 1 Review


IRAs Live Virtual Day 2 Agenda 8:30am-12:00pm:

8:30-10:00am Legislative Update – SECURE and CARES Act

10:00-10:10am Break and Q&As

10:10-10:50am QP Rollovers and IRA Rollovers and Transfers

10:50-11:50am IRA Distributions – Federal Withholding, Prior to 59.5 Exceptions, Required Minimum Distribution, New Beneficiary Payout Options and Rules

11:50-12:00pm Q&As and Day 2 Review


Times may vary from 5-10 minutes depending on Questions.

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