BEGIN:VCALENDAR
VERSION:2.0
CALSCALE:GREGORIAN
METHOD:PUBLISH
PRODID://NDCP//502169
BEGIN:VEVENT
DTSTAMP:20260506T014409
VTIMEZONE:America/Chicago
DTSTART:20270218T180000Z
DTEND:20270218T200000Z
UID:502169
SUMMARY:Surgent's Avoiding the Top 10 Mistakes That Can Wipe Out Retirement Savings (ATTM)
LOCATION:Webinar
DESCRIPTION:Surgent's Avoiding the Top 10 Mistakes That Can Wipe Out Retirement Savings (ATTM)\n\n02/18/27 12:00 PM CST\n - 02/18/27 02:00 PM CST\Description:\nYears of growth in a retirement account can be wiped out by one mistake. As such, retirement account owners and their advisors should take care to ensure that IRAs are operated in compliance with the governing regulations. This includes ensuring that distributions are handled properly, and that movement of retirement assets, including between IRAs and employer plans, does not violate the limitations that apply.Objectives:
 Identify penalties that can apply to distributions, and how they can be avoided
 Help clients avoid the portability mistakes that can result in unintended tax consequences
 Move inherited retirement assets in a manner that preserves tax deferred status
 Help clients avoid ineligible contributions
 Explain the operational and compliance requirements for Roth IRA conversions
 Presenters:Denise Appleby, MJ, APA, CISP, CRPS, CRCField of Study:Taxes (2)Major Topics:
 Coverage of applicable rules from SECURE Act 2.0
 The 10% penalty
 Net unrealized appreciation of employer securities
 Roth IRA conversions
 Rollovers and the limitations
 Direct rollovers vs indirect rollovers, and tax withholding 
 Beneficiary portability rules
 When a Roth IRA distribution is qualified to be tax-free
 Excess contributions and the 6% excise tax
 \Location:\nWebinar\n\n,
X-ALT-DESC;FMTTYPE=text/html:Surgent's Avoiding the Top 10 Mistakes That Can Wipe Out Retirement Savings (ATTM)<br /><br />02/18/27 12:00 PM CST - 02/18/27 02:00 PM CST<br />Description:<br />Years of growth in a retirement account can be wiped out by one mistake. As such, retirement account owners and their advisors should take care to ensure that IRAs are operated in compliance with the governing regulations. This includes ensuring that distributions are handled properly, and that movement of retirement assets, including between IRAs and employer plans, does not violate the limitations that apply.<br><br><b>Objectives:</b><br><ul>
    <li>Identify penalties that can apply to distributions, and how they can be avoided</li>
    <li>Help clients avoid the portability mistakes that can result in unintended tax consequences</li>
    <li>Move inherited retirement assets in a manner that preserves tax deferred status</li>
    <li>Help clients avoid ineligible contributions</li>
    <li>Explain the operational and compliance requirements for Roth IRA conversions</li>
</ul><br><b>Presenters:</b><br>Denise Appleby, MJ, APA, CISP, CRPS, CRC<br><br><b>Field of Study:</b><br>Taxes (2)<br><br><b>Major Topics:</b><br><ul>
    <li>Coverage of applicable rules from SECURE Act 2.0 </li>
    <li>The 10% penalty </li>
    <li>Net unrealized appreciation of employer securities </li>
    <li>Roth IRA conversions </li>
    <li>Rollovers and the limitations</li>
    <li>Direct rollovers vs indirect rollovers, and tax withholding&nbsp; </li>
    <li>Beneficiary portability rules </li>
    <li>When a Roth IRA distribution is qualified to be tax-free</li>
    <li>Excess contributions and the 6% excise tax</li>
</ul><br />Location:<br />Webinar<br /><br />,  
PRIORITY:3
TRANSP:TRANSPARENT
BEGIN:VALARM
TRIGGER:-PT5M
ACTION:DISPLAY
DESCRIPTION:Reminder
END:VALARM
END:VEVENT
END:VCALENDAR