SDBA 2019 Spring IRA Update - Sioux Falls
Best Western Plus Ramkota Hotel 3200 W Maple St Sioux Falls, SD 57107 USA 605.336.0650 View additional information
Tuesday, March 26, 2019, 8:30 AM - 3:45 PM CDT
Category: SDBA Events
SDBA 2019 Spring IRA Update (rescheduled)March 26, 2019Ramkota HotelSioux Falls, SDSEMINAR DESCRIPTIONIRA Update builds on the attendees’ knowledge of IRA basics to address some of the more complex IRA issues their financial organizations may handle. This course will also include all changes that have occurred and discuss any pending legislation. This is a specialty session; previous IRA knowledge is assumed. The instructor uses real-world exercises to help participants apply information to job-related situations. COURSE HIGHLIGHTSLEGISLATIVE UPDATE:
IRA Contribution
IRA Transfer/IRA Rollovers/QRP Direct Rollovers
Conversions
Excess Contributions
Recharacterizations
Inherited IRAsReporting: 5498WHO SHOULD ATTEND?
REGISTRATION FEEMember Fee - $265 SCHEDULE8:30-9:00 am Registration HOTEL INFORMATIONRamkota Hotel CANCELLATION POLICY100% refund if canceled on or before 2/14/19; 75% refund if canceled 2/11 – 2/13; no refund if canceled 2/14 – 2/21. Substitutions allowed at any time. Contact: Halley Lee - 800.726.7322 or [email protected] |