Freecourses

Free Courses and Recorded Webinars

( For more training options , please click here )

 
Course Name Course Description /Objective

Recharacterizations of Roth Conversions and Contributions

Presented by Denise Appleby
  • Reminder of Your Benefits (Clients who have us on retainer)
  • Roth IRA Funding Options
  • Recharacterization Defined
  • Reasons for Recharacterizations
  • How To Recharacterize
  • Recharacterization Deadline
  • Reporting a Recharacterization
  1. Access webinar here Click this link
  2. Handout 1
  3. handout 2

IRA Topical Issues-20110810 2001-1  ( August 2011)

Presented by Denise Appleby

An overview of IRA topical issues, updates on recent rulings, and explanation of rules and regulations

  • 401(k) Beneficiary Ruling
  • Beneficiary Reminders  Recent RulingsIRA Mistakes to Avoid
  • Upcoming Webinars

Access webinar here : Click this link

Roth Conversion Optimizer Tool

Presenter: Convergent Retirement Plan Solutions, LLC and Archimedes Systems, Inc.

 
  • Learn how to demonstrate the effect and impact of the Roth IRA to your clients.
  • User friendly tool
  • Analytical analyses
  • Attractive presentation to share with your clients
  • Supporting information included with tool

Sample Report

Access webinar here : Click this link