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2010 IRA Adminstration
9:30 AM to 4:00 PM
IRAs one of the most sophisticated deposit products that financial institutions offer. Simultaneously navigating the requirements of federal law while answering customer questions requires well trained employees with good resources at their fingertips. Thats what this program offers.
This seminar covers all the recent developments in the context of daily IRA operations and includes analysis of:
Traditional IRAs
Roth IRAs
Eligibility requirements
Contribution limits and deductibility
Participant distributions voluntary and mandatory
Beneficiary distributions voluntary and mandatory
Penalties and penalty waivers
Information reporting from the 5498 to the 1099R
Changes affecting IRA Administration in the upcoming year
Designed for more experienced personnel, the program also focuses on frequently asked questions regarding:
Rollovers and transfers after age 70 ½
Establishing beneficiary accounts and paying out to beneficiaries
Transferring a beneficiary IRA to another institution
Transfers from qualified retirement plans
This seminar does NOT cover:
SIMPLE IRAs,
SEPs,
HSAs or
Coverdell Education Savings Accounts.
Who?
The seminar is designed for experienced IRA personnel who are familiar with IRA eligibility and the various types of IRAs. The person who is newly responsible for IRAs routinely finds the day a challenge, but is able to keep up.
What to bring?
Attendees are asked to bring copies of their IRA documents for reference and review during the seminar.
Program timing
Late in each fall, the IRS announces changes to "allowable contribution amounts" and "phase out ranges" based on adjustments for inflation. To assist attendees, this program includes the dollar amounts applicable to the following year.
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