logo1m

Phone: (800) 354-3051
Fax: (888) 773-4839
gettechnical@msn.com

IRA Advanced LIVE

OVERVIEW:

The advanced IRA program concentrates on a review of products and all the advanced issues affecting IRAs. This seminar is not for beginners and includes all the new rules for required minimum distributions and death distributions. It also includes audit, compliance and reporting procedures for IRA's

WHAT YOU WILL LEARN:

  • Health Savings Accounts
  • Product update and review of changes
  • Premature distributions
  • Exceptions to the 10% penalty
  • Annuity Distributions
  • Tax levies on IRAs
  • New rules for required minimum distributions
  • Required beginning date
  • Formula
  • Uniform table
  • Reporting
  • Waivers
  • Transfers and rollovers after 70 ½
  • Death Distributions
  • Primary vs contingent beneficiaries
  • Treating the IRA as spouse’s own
  • Inheriting the IRA
  • Successor beneficiaries, disclaimers, calculations
  • Special topics
  • Recharacterizations
  • Conversions and reconversions
  • Revocations
  • Excesses
  • Compliance, auditing and reporting

WHO SHOULD ATTEND?

Intermediate and advanced level class for IRA administrators, trust officers, customer service representatives, personal bankers, branch managers and other personnel who need comprehensive distribution and compliance information

Time:

6 hours