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Live & Recorded Webcasts

Live and Recorded Webcasts

Throughout the year, NIPA offers webcasts and other educational opportunities that provide relevant, timely information in a convenient and flexible format. NIPA's low-cost, online education allows you to maximize industry knowledge and earn NIPA and, when applicable, ERPA continuing education credits from the comfort of your workstation.

 


Upcoming Live Webcasts 

April 2018

Rollover Strategies: Rules, Limitations and Exceptions for Retirement Plans and IRAs 

Presented by: Denise Appleby, APA, CISP, CRC, CRPS, CRSP

Date: April 19, 2018

Time: 11:00 AM - 12:40 PM CT

Continuing Education Credits: 2.00 NIPA CPE; 2.00 ERPA CPE

 

The cost of mistakes made with rollovers of retirement assets range from loss of tax planning opportunities to loss of tax deferred status. Join this NIPA webcast to learn how you can help clients protect their retirement assets from these mistakes, including:

  • When and how rollovers between retirement accounts can be accomplished

  • How to identify possible errors with rollovers and transfers, how to help clients avoid such errors, and where possible – how such errors can be corrected

  • The tax-treatment of rollovers, including how to segregate after-tax funds from pre-tax funds, creating opportunities for tax-free Roth Conversions

  • The tax withholding rules that apply to distributions.

This webcast is $99 for NIPA members and $199 for nonmembers.

 

 


Webcast Recordings

Earn additional CPE credits with a NIPA webcast recording. Browse the webcast recordings directly and purchase a replay.

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