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Deepen Your IRA Knowledge, Learn Advanced Strategies for Lifetime RMDs, Avoid Rollover Mistakes, and Build Your Retirement Planning Skills……

  • Boomers own a high percentage of all IRA assets and need help figuring out how to convert them to retirement income…
  • Advisors NEED to know the ins and outs of IRAs so their clients don’t get hurt making mistakes (Note: Horsesmouth surveys reveal many advisors vastly over-estimate their IRA knowledge level but then fail a knowledge test)…
  • Boost your IRA knowledge and expand your planning and client service skills at this intensive, one-day workshop….

One-Day Intensive Workshop (Wednesday)

Deepen your understanding of rules regarding contributions, deductions, taxation, distribution, and more.

Topics covered include:

  • An Overview of the Current Retirement Marketplace
  • Understand the New Tax Law and IRA Planning
  • Avoiding Common Mistakes When Moving Retirement Money
  • How to Properly Evaluate Clients' Rollover Options When Leaving an Employer
  • Contributions and Deductions
  • Analyzing the Impacts of Retirement Account Distributions
  • Integrating IRA Planning with the Client’s Overall Plan
  • Roth Planning for 2019 and Beyond
  • Everything You Ever Wanted to Know About Lifetime RMDs…And More!
  • Estate Planning for Retirement Accounts
  • Plus, tips and case studies on how to build your business around Savvy IRA Planning…

Meals and Reception

Enjoy a full working breakfast and lunch.

Instructional material

Full workshop materials: classroom manual, handouts, case studies, slides, etc.

CE Credit

Holders of the CFP designation will qualify for 8.5 CE credits.

BONUS: Next Steps, One-on-One Action Plan Coaching Session—30 minutes

Take immediate steps to put your learning into action. After you’ve returned home, workshop attendees get a complimentary coaching session with Horsesmouth’s executive coach Chris Holman. Meet with Chris over the phone for 30 minutes to discuss your key takeaways from the workshop, discuss your goals for integrating IRA planning into your business, and complete a one-page action plan to guide you in your next steps. ($299 value)



Session 1: Contribution and Deductions + Avoiding Common Mistakes When Moving Retirement Money

  • A close look at IRA contribution and deduction rules
  • The three risks of indirect rollovers
  • How to use the IRS’s latest guidance to get free, instant relief for late rollovers
  • Transfer vs. direct rollovers; they’re not the same!
  • How to avoid once-per-year rollover disasters
  • What is an eligible rollover distribution and why does it matter?
Session 2: How to Properly Evaluate Clients' Rollover Options When Leaving an Employer
  • When should clients consider leaving assets in a company plan?
  • What advisors must know about retirement accounts and asset protection.
  • When should clients consider rolling assets over to an IRA?
  • Lump-sum distribution tax planning
  • Including a deep-dive into net unrealized appreciation (NUA) – one of the greatest ways to attract large “rollovers” quickly!

Session 3: Everything You Ever Wanted to Know About Lifetime RMDs And More! + Integrating IRA Planning with the Client's Overall Plan

  • The required beginning date for IRA owners and plan participants
  • Selecting the appropriate life expectancy factor
  • Calculating the correct prior year-end balance; Seriously, it’s harder than you think!
  • RMD aggregation rules
  • How to use qualified charitable distributions (QCDs) to lower clients’ tax bills, satisfy charitable planning goals and bring in new business
  • How do annuities impact RMDs?
  • How to coordinate IRA planning into the client's retirement plan

Session 4: Estate Planning for Retirement Accounts

  • A primer on “IRA trusts”
  •  The stretch IRA and how to handle post-death RMDs
  • Spousal beneficiary planning
  • Dealing with charities as beneficiaries
  • Key post-death deadlines you can’t afford to miss
  • The unexpected complexities of beneficiary form planning


Jeffrey Levine

Jeffrey is an accomplished writer, go-to industry source on the best practices and dangerous pitfalls involving the complex world of IRAs and other retirement accounts, and the creator of Savvy IRA Planning and co-creater of Savvy Tax Planning. Jeffrey has helped educate thousands of financial advisors, CPAs, attorneys and consumers on IRA tax and estate planning strategies. He is a presenter for national conferences, CPA continuing education programs, web-based conferences and client seminars.

Jeffrey can regularly be seen promoting retirement and tax education on television stations such as CNBC, Fox Business News, CBS and Public Television, and is frequently quoted in publications throughout the country, including The Wall Street Journal, USA Today, Kiplinger’s, the New York Times, Investment News, Forbes, Market Watch and Money Magazine.

IRA Workshop in Atlanta

January 15, 2020
Learn More and Register

IRA Workshop in Las Vegas

January 29, 2020
Learn More and Register

Cancellation and Refund policy

Your workshop registration fee is 100% refundable if you cancel and contact Horsesmouth’s Member Support team 30 business days or more before the event. You must call to receive a cancellation confirmation number. You can reach Member Support at 1-888-336-6884, ext. 1.

Cancellations received between 7-29 days prior to the event will receive a Horsesmouth store credit of 50% of purchase price towards a future event, subscriptions or products, minus $100 processing fee. For cancellations received 6 days or less prior the event, no refunds will be made nor store credits given.

Substitutions/name changes may be made at any time prior to the event without penalty.

Can’t Make It Now?

Click this link and we’ll add you to our workshop information list. When a new workshop date is announced, you’ll get notified.

FOR INSTANT SERVICE, Call Toll Free: 1-888-336-6884 ext. 1
(Outside U.S.): 1-212-343-8760


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