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Already know the basics on IRAs? Just need the new information and a good review for the 2018-2019 tax year? This is the program for you. It is designed for the banking professional with some IRA knowledge and provides a comprehensive review of what is new and intricate with these products.
What you will learn:
- All new IRA numbers for contributions
- All new numbers for Roth and Traditional phase-outs
- Implications of the Tax Cuts Jobs Act
- Review of products
- New Reporting Codes
- Self Certifications
- Inherited IRAs
- Reporting Changes
- Combat zones and disaster relief
- And much much more…
WHO SHOULD ATTEND?
IRA Administrators, New Accounts, Personal Bankers, Branch Administration, Deposit Operations, Branch Managers, BSA Officers, Training and Business Development Personnel
IRA Update and Review
Questions and Answers