September 23, 2026

IRAs A to Z

Holiday Inn Bismarck

3903 State Street, Bismarck, ND 58503

701-751-8240

September 24, 2026

IRAs A to Z

DoubleTree by Hilton West Fargo

825 E Beaton Drive, West Fargo, ND 58078

701-551-0120

$399 per attendee per day

We accept MasterCard, Visa, and American Express credit cards. You can also opt to be invoiced.
For assistance with registration, call 800-346-3860 option 2, suboption 3.

Ascensus Event Policy

By registering for this event, you agree to abide by our Event Policies. To view our Event Policies, please click here.

IRAs A to Z

IRAs A to Z gives you a comprehensive overview of fundamental IRA concepts. Exercises are included throughout the day to help you apply information to job-related situations. You will leave this session with increased confidence and a better understanding of how to handle most common IRA transactions. Limited IRA knowledge is assumed, but a basic understanding of IRAs is beneficial.

Course Topics May Include

Introduction and Establishing IRAs

• Identify the tax advantages of Traditional and Roth IRAs

IRA Funding

• Compare and contrast the Traditional and Roth IRA eligibility requirements
• Explain the regular contribution limit
• Distinguish the regular contribution deadline
• State the rules for prior-year contributions
• Communicate the regular contribution reporting deadlines

Moving IRA Assets

• Differentiate between a rollover and a transfer
• Show how assets are moved between employer-sponsored retirement plans and IRAs
• Demonstrate how to report the transactions

IRA Distributions and Beneficiary Options

• Identify federal income tax withholding requirements
• Recognize the exceptions to the early distribution penalty tax
• Summarize the tax consequences of Traditional and Roth IRA distributions
• Define a required minimum distribution (RMD) and the required beginning date (RBD)
• Describe beneficiary distribution options when an IRA dies on or after January 1, 2020
• Recognize the differences for the different beneficiary types
• Communicate the distribution reporting deadlines

Who Should Attend?

You should attend this workshop if you have a working knowledge of basic IRA operations and are looking to expand your expertise and provide enhanced customer service.

Continuing Education Credits

Visit our website at https://www.retsupport.com/resources/pdfs/certificates/CECreditChart.pdf to view the number of CE credits you may be eligible to earn by attending the IRAs A to Z workshop.