Cal Poly IRA Basics Training

1 Grand Ave,San Luis Obispo CA 93407

04 November, 2022

Description

If you’re an accounting or finance major and would like to expand your knowledge on tax and retirement plan law, join us for a one-day event to be held at campus of Cal Poly at the Alumni Center. The speaker is John Paul Ruiz QKA, CISP, creator of IRA Academy, a 4-day immersive retirement training course approved by the American Bankers Association to prepare candidates for the Certified IRA Services Professional designation exam. It is attended by Certified IRA Services Professionals, Financial Advisors, Certified Financial Planners, Certified Public Accountants, IRS Enrolled Agents and others for continuing education. Ruiz is a sought-after speaker for retirement plan conferences because of his ability to take the complex world of retirement plan tax law making it fun, understandable, and applicable. This 1-day workshop is sponsored by The Entrust Group, a leading provider of education and account administration services in the self-directed retirement industry.    Check out the agenda for the event: 9:00- 10:15                          Introduction to IRAs and Employer Sponsored Plans 10:15-10:30                        Break 10:30-11:00                        Contributions 11:00-12:00                         IRA Investments – Traditional and Alternative Investments 12:00-1:00 Lunch 1:00-2:00                              Retirement Plan Portability – Transfers, Rollovers, Direct Rollovers, and                                                 Conversions 2:00-2:15                              Break 2:15-3:00                             Traditional and Roth IRA Distribution taxation and withholding 3:00-3:15                              Break 3:15-4:00                             RMD and Beneficiary Options (Inheriting a Retirement Plan-wealth Got questions? Follow up with Amy Carter. Only 32 spaces are available, so be sure to register today!