| Breakfast/Registration |
8:00 am - 8:45 am |
| Session One |
8:45 am - 10:15 am |
Crush the Competition / How to Use Your IRA Expertise to Gain a Competitive Edge / IRA and Plan Distribution Rules
- Introduction-How to Make the Most of Your Investment in This Program
- The Perfect Storm of IRA Opportunity
- How to Gain a Competitive Edge and Increase Your Value
- How to Capitalize on ANY Recent Event, Tax Law Change or Trend (Good or Bad!)
- 7 Ways to Differentiate Yourself from Everyone Else Competing for IRA Assets
- The IRA and Plan Required Minimum Distribution Rules
| Break |
10:15 am - 10:45 am |
| Session Two |
10:45 am - 12:00 noon |
Stretch IRA / Beneficiary Forms / Custodial Documents / The Best IRA Resources for You
- The Power of the Stretch IRA
- Why Most Beneficiaries Overpay Their Taxes
- Common Mistakes in Setting up Inherited (Stretch) IRAs
- IRA Beneficiary Form Mistakes That Wipe Out Inheritances
- How to Use the IRA Beneficiary Form to Build Referrals
- IRA Beneficiary Selection
- What to Look For in IRA Custodial Documents
- 10-Point IRA Custodial Document Checklist and How to Use This to Make Prospects Leave Their Current Advisors and Work with You
- How to Keep Building Your IRA Knowledge-The Best IRA Resources for You
| Lunch |
12:00 noon - 1:00 pm |
| Session Three |
1:00 pm - 2:45 pm |
IRA Update / 2010 Roth Conversion Planning / 3 Roth Conversion Questions You Need to Ask / Estate Planning with Roth IRAs
- IRA Update: 2010 Roth IRA Conversion Tax Planning
- The 3 Questions to Ask in Every Roth Conversion Evaluation
- Who Should and Who Should Not Convert
- Estate Planning with Roth IRAs
- Roth Conversion, Recharacterization and Reconversion Strategies
- Roth Conversions from Company Plans
- Inherited Roth IRAs
- Roth 401(k) and Roth 403(b) Contribution and Distribution Rules
| Break |
2:45 pm - 3:15 pm |
| Session Four |
3:15 pm - 5:00 pm |
IRA Update (Continued) - The Latest IRA Changes, Rulings and Cases / 25 IRA Distribution Rules You Must Know (Part One)
- IRA Update: The Latest IRA Tax Law Changes, Rulings, Court Cases and Planning Opportunities
- 25 IRA Distribution Rules You Must Know and How to Capitalize on Them (Part One)
Highlights Include:
- When Required Distributions Must Begin
- Year of Death Required Distributions
- IRS Reporting Requirements
- Eligible Rollover Distribution Mistakes
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| Breakfast |
8:00 am - 9:00 am |
| Session One |
9:00 am - 10:15 am |
25 IRA Distribution Rules You Must Know (Part Two)
- 25 IRA Distribution Rules You Must Know and How to Capitalize on Them (Part Two)
Highlights Include:
- Required Distributions on Inherited IRAs
- NonSpouse Beneficiary Rules
- The 5-Year Rule Confusion and Mistakes that Most Institutions and Advisors Make
- Splitting IRAs in Divorce
- Early IRA Withdrawals - Penalty Exceptions
- 60-Day Rollover Relief
- Creditor Protection for Plans and IRAs
- Wills vs. Beneficiary Forms - Why This is a Big Deal
| Break |
10:15 am - 10:45 am |
| Session Two |
10:45 am - 12:00 noon |
The Missing Estate Plan / Life Insurance Planning With IRAs / Income in Respect of a Decedent and Other Overlooked Tax Breaks for IRA and Plan Benefi ciaries that Most CPAs Don't Know About
- The Missing IRA Estate Plan…Means More Money for YOU
- Use of Life Insurance to Protect IRA Values
- IRA Strategies to Increase Your Insurance Sales
- Coordination of Estate Planning and IRA Distribution Planning
- The 3 Biggest Tax Breaks in the Tax Code and How to Make Sure Your Clients Get Them All - Creating the Perfect IRA Estate Plan
- Income in Respect of a Decedent (IRD)
- How to Calculate the IRD Deduction in 5 Easy Steps
- Using the IRD Deduction as a Powerful Sales Tool (Your Competitors Don’t Know This)
| Lunch |
12:00 noon - 1:00 pm |
| Session Three |
1:00 pm - 2:45 pm |
Naming Trusts as IRA Beneficiaries…Everything You Need to Know / Latest IRA Trust Rulings and Planning Strategies
- Separate Account Rules for Multiple IRA Beneficiaries - Splitting IRAs
- Naming Trusts as IRA Beneficiaries - When You Should and When You Shouldn't
- Avoid Major IRA Trust Mistakes That Most Other Advisors Make Routinely
- Conduit Trusts vs. Accumulation Trusts
- How to Determine RMDs When a Trust is the IRA Beneficiary
- The Latest IRA Trust Rulings
- 10-Point IRA Trust Checklist
| Break |
2:45 pm - 3:15 pm |
| Session Four |
3:15 pm - 5:00 pm |
How to Attract Large IRA Rollover Clients / Advising Clients on Key Rollover Decisions
- How to Attract Large IRA Rollover Clients
- Advising Clients on Key Rollover Decisions
- NUA (Net Unrealized Appreciation) Rules and Strategies for Employer Stock
- 5 NUA Mistakes You Cannot Afford to Make
- What You Need To Know About Special 10-Year Averaging
- 72(t) Rules for Early IRA and Plan Distributions
- How to Avoid the Most Common 72(t) Tax Traps
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