Training Events (LIVE)

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Past events

19 Jan 2017 SUBSTANTIALLY EQUAL PERIODIC PAYMENTS (SEPP)/72(t) DISTRIBUTIONS
12 Dec 2016 Essential IRA Tips for Saving Taxes and Avoiding Penalties
08 Dec 2016 Three Critical Roth Conversion Rules Every Advisor Should Know
06 Dec 2016 FREE Webinar-IRA Year-End Reminders, Updates and Open IRA-Forum
24 Nov 2016 401(k) Plans for Small Business Owners (SBO-K)- Key Reminders
17 Nov 2016 Effective Strategies for Avoiding RMD Mistakes and Penalties
10 Nov 2016 Roth 401(k)s - Fundamentals of Designated Roth Accounts (DRA)s
27 Oct 2016 Rollovers Strategies for Asset Consolidation in retirement accounts : Rules, Limitations and Exceptions for IRAs and other retirement accounts
20 Oct 2016 “Rollovers and Transfers for Employer Plans and IRAs: Before and after death legalities and practical tips"
29 Sep 2016 IRA 4th QTR Reminders, Updates and Open IRA-Forum
18 Aug 2016 Top 20 IRA Rules Every Tax Practitioner Should Know (IRUL)
10 Aug 2016 Top 20 IRA Rules Every Tax Practitioner Should Know (IRUL)
01 Aug 2016 The Most Tax Advantaged Ways of Getting Money Out of Your IRA or Pension Plan (GMOI)
14 Jul 2016 Surgent's Ins and Outs of Setting Up and Administering Solo 401(k)'s for Your Clients (S401)
24 Jun 2016 The Best Planning Strategies for Taking Early and Required Minimum Distributions for IRAs and Qualified Plans (PSMD)
23 Jun 2016 The New Fiduciary Rules: How They Affect Financial Advisors
23 May 2016 Ins and Outs of Self-Directed IRAs (IOSD)
11 May 2016 Rules for Contributing to Multiple Retirement Plans
04 Apr 2016 Essential IRA Tips for Saving Taxes and Avoiding Penalties
23 Mar 2016 Tax Planning Tips and Solutions for IRA and Small Business Owners
07 Dec 2015 The Best Planning Strategies for Taking Early and Required Minimum Distributions for IRAs and Qualified Plans (PSMD)
19 Nov 2015 IRA Year-End Reminders, Updates and Open IRA-Forum
13 Nov 2015 The Most Tax Advantaged Ways of Getting Money Out of Your IRA or Pension Plan (GMOI)
02 Nov 2015 Surgent's Guide to What You Need to Know About Roth IRA's (RIRA)
28 Oct 2015 Surgent's Ins and Outs of Setting Up and Administering Solo 401(k)'s for Your Clients (S401)
22 Oct 2015 Simplifying Self-Directed IRAs for You and Your Clients
24 Sep 2015 The Top 5 Roth Conversions and Recharacterization Rules
17 Sep 2015 Ins and Outs of Self-Directed IRAs (IOSD)
16 Sep 2015 All-Star Tax Series -IRAs from A to Z: What Tax Practitioners Need to Know (IRAZ)
27 Aug 2015 The Top Ten SIMPLE IRA Rules
31 Jul 2015 The Most Tax Advantaged Ways of Getting Money Out of Your IRA or Pension Plan (GMOI)
21 Apr 2015 Beneficiary Options for IRAs and Employer Sponsored Retirement Plans - Designations, Distributions and Avoiding Traps
07 Apr 2015 An Introduction to rollover and transfers rules for Retirement Accounts
17 Mar 2015 Tax Planning Tips and Solutions for IRA and Small Business Owners
21 Jan 2015 Rollovers and Transfers: Rules, Limitations, Exceptions - Focus on IRAs
17 Dec 2014 Taxation of Traditional IRAs and Roth IRAs
10 Dec 2014 FREE IRA Year-End Updates and Open IRA-Forum
19 Nov 2014 Early Distributions: Penalties and Exceptions- Focus on SEPP/72(t) Distributions
12 Nov 2014 Traditional IRA Distributions: Optional, Required, Penalties
22 Oct 2014 IRA BENEFICIARY MATTERS: DESIGNATIONS, DISTRIBUTION OPTIONS, AND AVOIDING TRAPS
24 Sep 2014 REQUIRED MINIMUM DISTRIBUTION RULES FOR IRAS: RULES, ROLES AND RESPONSIBILITIES
10 Sep 2014 ROTH CONVERSIONS AND RECHARACTERIZATIONS
20 Aug 2014 Rollovers and Transfers: Rules, Limitations, Exceptions - Focus on IRAs
16 Oct 2013 REQUIRED MINIMUM DISTRIBUTION RULES FOR IRAS: RULES, ROLES AND RESPONSIBILITIES
18 Sep 2013 IRA BENEFICIARY MATTERS: DESIGNATIONS, DISTRIBUTION OPTIONS, AND AVOIDING TRAPS
09 Sep 2013 ROTH CONVERSIONS AND RECHARACTERIZATIONS
23 Jan 2013 Early Distributions: Penalties and Exceptions- Focus on SEPP/72(t) Distributions
20 Nov 2012 REQUIRED MINIMUM DISTRIBUTION RULES FOR IRAS: RULES, ROLES AND RESPONSIBILITIES
16 Oct 2012 IRA BENEFICIARY MATTERS: DESIGNATIONS, DISTRIBUTION OPTIONS, AND AVOIDING TRAPS
18 Sep 2012 ROTH CONVERSIONS AND RECHARACTERIZATIONS
07 Aug 2012 SIMPLE IRAs Simplified
05 Mar 2012 Webinar: SEPP-72(t) Distributions- An overview

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Fax: 888-524-3120

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