Including a deeper dive into the SECURE Act
Professional IRA Administrators manage millions of dollars in deposits every day. Do you know how to handle the complex tax and legal issues of IRAs? If not, this program is for you! Build your skill set and increase your IRA expertise.
During this two-hour webinar we will look at all the complex issues of IRAs. We will cover the complexities of the new inherited IRA under the SECURE Act, new 72 distribution rules and many other challenges we face as Advanced IRA personnel.You will receive an IRA Handbook with many examples of the new changes as well as a review of reporting, distributions, correcting excesses and other issues. This program includes new and existing issues for IRAs and gives you a more comprehensive look at back of the house issues.
What you will learn:
-New relaxed eligibility on the Traditional IRA
-New premature distribution exceptions
-New rules on Inherited nonspouse IRAs and exceptions
-New 72 age on distributions
-Using the Qualified Charitable Distribution rule
-Managing the new SECURE Act going forward
-Review of reporting and compliance issues on all IRAs
-Review of excess contribution removals
-Receive a comprehensive IRA Handbook
-Operations and compliance calendar for IRAs
Questions and Answers
Please complete this course evaluation ...