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IRA Forms & Reporting Webinar
Tuesday, April 19, 2022, 10:00 AM - 11:30 AM CDT
Category: SDBA Events

IRA Forms & Reporting Webinar

Tuesday, April 19, 2022

Virtual via Zoom

Register Online

Seminar Overview

The IRA Forms and reporting and builds on the attendees’ knowledge of IRA basics to address some of the more complex IRA issues their financial organizations may handle. This course includes how to set up inherited IRAs, reporting in the year of death, RMDs and death distributions, we will also discuss complex case studies. This is a specialty session; some previous IRA knowledge is assumed. The instructor uses real-world exercises to help participants apply information to job-related situations.

Registration Fee

Member Fee: $75

Course Highlights 

• Setting up inherited IRAs
• Reporting in the year of death
• Reporting in the year after death
• Using new life expectancy tables for RMDs and for new and old inherited IRAs
• W-4R versus W-4P
• RMD letters
• Withholding reminder notices
• Reminders about 1099Rs
• Reminders about 5498s

Who Should Attend

• IRA administrator, personal banker or member services personnel who has a working knowledge of basic IRA operations and wishes to expand their expertise and provide enhanced customer service
• A financial professional who recognizes that IRAs play an integral role in retirement planning
• A compliance specialist with procedural oversight of IRA policies and practices
• Support personnel responsible for promotional materials that describe the services provided by your financial organization

About The Instructor

Matthew Dickinson has been working with IRA for 18 years. Matthew not only instructs, but he listens and responds to special needs and involves his audience in an effective group learning experience. Attendees are encouraged to ask questions or share concerns throughout the program.

Webinar Information

The IRA Forms & Reporting Webinar will be recorded so attendees can reference it at a later time. The Zoom link will be sent out on Friday, April 15th. The recording will be sent to all attendees within 24 hours of the conclusion of the event.