Agenda

Sep 18, 2026
11:00 am - 12:30 pm EST

At some point, Roth IRA owners want or need to dip into their Roth IRAs. These aren’t the same as Traditional distributions — system codes are different, the impact to owners is different, and your resulting reporting of these transactions is different. But different does not have to equal difficult. This session will contrast what the IRA owner is thinking about against what you should be thinking about so you can balance all considerations and confidently guide owners, streamline transactions, and avoid errors.

Topics

KEY WEBINAR TAKEAWAYS:

• Genuine appreciation for IRA owner confusion
• Effective separation of IRA owner concerns, asset-tracking and/or reporting, and your distribution processing practices
• Newfound confidence in processing Roth distributions

This webinar is part of the 2026 IRA Series

Speaker(s)

Loni Porta
Convergent Retirement Plan Solutions, LLC

Loni Porta is the director of education at Convergent Retirement Plan Solutions and has been with the company since 2004. An industry leader in IRA, HSA, and retirement plan education, Loni plans, budgets for, and builds training and education products and solutions for financial organizations nationwide. An avid student of learning styles and adult learning principles, Loni incorporates her skills into Convergent’s training and education products and services.

She attended North Dakota State University in Fargo, ND, and came to Convergent after her tenure at Universal Pensions, Inc. (UPI), a nationally recognized retirement consulting and training firm in Minnesota. While at UPI, Loni helped design the industry’s first IRA-specific designation program (the American Bankers Association's Certified IRA Services Professional (CISP) program) and NAFCU’s Certified IRA Professional program.

Fees

Live Webinar - $279

• Unlimited connections for your institution
• Available on desktop, mobile & tablet
• Take-away toolkit
• Presenter’s contact info for questions

On-Demand Webinar - $279

• Unlimited & shareable access starting two business days after live stream
• Available on desktop, mobile & tablet devices 24/7
• Take-away toolkit
• Ability to download webinar video
• Presenter's contact info for questions

Live + On-Demand - $379

Get the best of both and save when you Bundle the Live & On-Demand Webinar registration! This option includes all the items listed above.

**100% surcharge applied to non-members.

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