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Inherited IRAs
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Subject: |
New IRA rollover opportunities for nonspouse beneficiaries created by the
Pension Protection Act of 2007 (PPA). |
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When: |
Take this recorded webinar at your convenience |
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Duration: |
About 90 Minutes |
On January 10, 2007, the IRS issued guidance concerning the new IRA rollover opportunities for nonspouse beneficiaries created by the Pension Protection Act of 2007 (PPA). While much of the guidance on Inherited IRAs contained in IRS Notice 2007-7 was as anticipated, several provisions have raised eyebrows with many in the financial services industry who were hoping for a more liberal IRS interpretation.
Based on the recent guidance issued by the IRS, the opportunity to roll over assets to an Inherited IRA has been restricted for some nonspouse beneficiaries and completely eliminated for others. With the PPA provision effective January 1, 2007, and numerous nonspouse beneficiaries looking to roll over inherited retirement plan assets, participation in Convergent’s Inherited IRAs webinar is a must. Through participation in this webinar, you will gain the knowledge and insight needed to ensure that your IRA program is well positioned to capitalize on this new IRA rollover opportunity in an efficient and compliant manner.
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Brief Summary of Topics to be Addressed |
- Review of PPA Legislative Changes
- Review of IRS Notice 2007-7
- Market Opportunities
- Employer Plan and IRA Document Requirements
- Operational Considerations
- Beneficiary Distribution Requirements
- Expectations Regarding Additional IRS Guidance
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What is a webinar?
Convergent Retirement Plan Solutions, LLC. webinars provide you just-in-time, education and information without you ever leaving the office. When you use this format, you'll simply click and learn from a prerecorded web session where one of our professional consultant instructors facilitated the live informational session. For each webinar purchase, you may invite as many listeners as will fit in your training or conference room.
How much does it cost?
Each instance (viewing) of the webinar costs $295 and will accommodate as many listeners as you can fit in your office or conference room. You will be invoiced.
How can I get more information?
Contact Convergent Retirement Plan Solutions, LLC.
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