The IRA Update and Review class is designed for those who need information on what is new and changed in IRAs. We also include a review of products and compliance issues. While not designed for those who are new to IRAs, it does include enough basics to get you started and focuses on those areas that change each year. Each registrant will receive a copy of the full IRA Handbook on a CD.
Topics being discussed will include:
- Product update and review of changes
- Premature distributions
- Exceptions to the 10% penalty
- Annuity Distributions
- Tax levies on IRAs
- Transfers and rollovers after 70 1/2
- 70 1/2 calculations & issues
- Charitable contributions
- Death distributions
- Primary vs. contingent beneficiaries
- Treating the IRA as spouse's own
- Inheriting the IRA
- Successor beneficiaries, disclaimers, calculations
- Conversions and reconversions
- Tax cuts jobs act changes
- Compliance, auditing and reporting
This session is designed for intermediate/advanced level IRA administrators, trust officers, customer service reps, branch managers or anyone needing comprehensive distribution and compliance information.
Deborah Crawford is the President of Gettechnical Inc., specializing in the education of financial institutions across the nation. She has over 30 years of experience in the industry and is a graduate of Louisiana State University with both her bachelor's and master's degrees. Deborah's specialty is in the deposit side of the financial institution where she teaches seminars on regulations, documentation, insurance and Individual Retirement Accounts.
$250 per person*
*For the purposes of those applying for a grant, the registration fee includes food and beverage valued at $30 per person which cannot be deducted from the cost of the program.
Holiday Inn Alexandria Downtown
701 4th Street
Alexandria, LA 71301
LCUL is holding a room block at a rate of $109/night. To book visit www.alexandriaholidayinn.com and insert "IRA" in the group code field or call 1-318-541-8333 & ask for the LCUL IRA group.