Wednesday, October 20, 2021
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2021 IRA Update Seminar, TULSA

November 3 @ 8:30 am - 5:00 pm CDT

Click Here for Brochure

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

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