Thursday, December 1, 2022
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November 2, 2021 @ 8:30 am - November 3, 2021 @ 3:00 pm CDT

Click Here for Brochure


• IRA Terminology – Top 20 Terms

• Explanation of IRA Forms – Not Forms Specific – (Please bring your own forms including Application, Contribution form, Distribution, Rollover Review or Certification and any other commonly used forms)

• Beneficiary Designations including Primary and Contingent, Trusts and Estates

• Qualifications, 2021 Contribution, Income Phase-out limits, Age Limits and other new regulations for a:

o Traditional IRA

o Roth and Conversion Roth

o SEP IRAs contributions and IRS reporting

Day 2

• Updated legislative regulations on IRAs as the result of the SECURE and CARES Acts and the 2021 Cost of Living Adjustments

• Health Savings Accounts – overview and clarifying responsibility

• QP Rollovers and IRA Rollovers and Transfers

• Distributions

o Federal Income Tax Withholding

o Before age 59½ – reporting the penalty exceptions

o At age 72 beginning in 2021– including mandatory notices

o 9 Biggest Mistakes of IRA Beneficiary Payouts

o Rules on new nonspouse beneficiary payout requirements beginning in 2020

o Overview and Explanation of IRS Reporting Requirements

Click Here to Register

Courtyard Marriott OKC NW     
1515 NW Expressway, OKC
**Use OKBB GENR or OKBA QNQN for business rate of $89

Embassy Suites Oklahoma City Northwest
3233 Northwest Expressway
Oklahoma City, Oklahoma 73112
(405) 842-6633 (call for rates)

Tulsa Marriott Southern Hills

1902 East 71st Street, Tulsa, OK


**Ask for the OBA business rate the of $103