Pricing
Order any 1 Presentation..................................$199
Special ! Order any 5 Presentations.................................$875
Extra Special ! !
Order any 10 Presentations..............................$1,500
All presentations by online access or CD are functional for 60 days and
include a presentation outline. Remember,
IRA, HSA, and CESA rules can change at any time. Be sure to check with CWF for any
applicable changes and for available updates. If a required update occurs during
the 60 days, an updated Presentation / CD and outline will be available for only
$99. It will include a new 60-day viewing period.
Recharacterizations and Excess Contributions Recorded Webinar
See who is responsible to monitor excess contributions. CWF
walks you line-by-line through the calculation of the applicable
earnings, as required by the IRS. Do your IRA personnel know
there are only four types of recharacterizations and what the
differences are? Learn how the deadlines for removing non-excess
contributions, excess contributions and recharacterizations
are similar, and maybe more importantly, how they are different.
Whether a non-excess current-year contribution, an excess contribution, or a recharcterization, all required procedures are reviewed in the webinar.
Topics covered include:
What is a non-excess current-year IRA Contribution ?
When is an excess IRA Contribution ?
When can ot be corrected without penalty ?
How are applicable earnings calculated ?
Can a different calculation method be used ?
What are Traditional and Roth IRA Excess Contribution Differences ?
How are Excess Contribution corrections reported ?
Can an Excess Contribution be applied to a subsequent year ?
What is a Recharacterization ?
Can an Excess Contribution be recharacterized ?
What is the deadline for Recharacterizations ?
What documentation is required by the IRS ?
How are Recharacterizations reported ?