IRA Series: IRA Conversions, Recharacterizations & Excess Contributions

Sep 27, 2018 03:00pm -
Sep 27, 2018 04:30pm

Event Description

Anchor The difference between an IRA conversion and an IRA recharacterization contribution can be confusing to accountholders and tax advisors.  The allowable methods to correct excess contributions and the deadlines to avoid can also be perplexing and difficult to explain.  In addition, recent tax legislation has eliminated the ability to recharacterize IRA conversions and retirement plan rollovers made on or after January 1, 2018.  This session will demystify IRA conversions, recharacterizations, and excess contribution corrections.  If you deal with IRA accounts in any capacity, you will learn how the new recharacterization rule affects 2017 versus 2018 conversions and retirement plan rollovers.  Gain the knowledge necessary to confidently handle IRA owner questions and requests. 


  • Difference between a conversion and a recharacterization
  • How to properly report conversions and recharacterizations
  • When conversions and retirement plan rollovers may no longer be recharacterized due to recent tax legislation
  • Difference between a true and deemed IRA excess contribution
  • How to properly correct and report IRA excess contributions
  • Penalties for failing to correct IRA excess contributions in a timely manner

Take-Away Toolkit

  • Employee training log
  • Quiz you can administer to measure staff learning and a separate answer key

Attendance verification for CE credits provided upon request.

Who Should Attend?

This session is designed for individuals who deal with IRAs and IRA account owners, whether face-to-face, in the IRA operations area, or in a supervisory or managerial capacity.  Licensed insurance representatives and registered representatives will also benefit.  After this session, you will have a greater understanding of what is new and important in the world of IRA conversions, recharacterizations, and excess contributions.


Registration Options:

If you are having issues with registering online, please contact CBAO's Education & Training Coordinator, Lianne Simeone, (614) 610-1877.

Event Type:Webinar &/or On-Demand Link/CD
Early registration ends on May 01, 2018.
Regular registration starts on May 02, 2018 and ends on Feb 06, 2019.
Late registration starts on Feb 07, 2019.
(GMT-05:00) Eastern Time (US & Canada)


Registration Fees
Fee TypeEarlyRegularLate
 Live Webinar
Member Fee: $265.00$265.00$290.00
Non-Member Fee: $400.00$400.00$425.00
 Additional Hookups
Member Fee: $175.00$175.00$175.00
Non-Member Fee: $260.00$260.00$260.00
 Recorded Webinar + Free Digital Download
Member Fee: $345.00$345.00$345.00
Non-Member Fee: $490.00$490.00$490.00
 Both Live Webinar and Recorded Webinar + Free Digital Download
Member Fee: $395.00$395.00$420.00
Non-Member Fee: $600.00$600.00$625.00