BEGIN:VCALENDAR VERSION:2.0 PRODID:-//jEvents 2.0 for Joomla//EN CALSCALE:GREGORIAN METHOD:PUBLISH BEGIN:VTIMEZONE TZID:America/Chicago X-LIC-LOCATION:America/Chicago BEGIN:DAYLIGHT TZOFFSETFROM:-0600 TZOFFSETTO:-0500 TZNAME:CDT DTSTART:19700308T020000 RRULE:FREQ=YEARLY;BYMONTH=3;BYDAY=2SU END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0500 TZOFFSETTO:-0600 TZNAME:CST DTSTART:19701101T020000 RRULE:FREQ=YEARLY;BYMONTH=11;BYDAY=1SU END:STANDARD END:VTIMEZONE BEGIN:VEVENT UID:2512fa5d07c515713514062fa0a6907f306 CATEGORIES:SDBA Events SUMMARY:2022 SDBA Spring IRA Update DESCRIPTION:
The IRA Update builds on the attendees’ knowledge of IRA basics to address some of the more complex IRA issues the ir financial organizations may handle. This course includes how the transit ions rules work, RMDs and death distributions, we will also discuss amendin g documents. This is a specialty session; some previous IRA knowledge is as sumed. The instructor uses real-world exercises to help participants apply information to job-related situations.
Registration Fee
(Includes program
and instruction materials.)
Member: $245 per person, Nonmember: $
345 per person
Dea th distribution options: How SECURE changed some of the options but how we still use some of the old beneficiary options
Creating inher ited IRA accounts
Reporting to IRS in the “year of death” an d then “year after death”
When and how to use the “W-4R” (NO W 2023) and what happens to the “W-4P”
Review RMD rules and characteristics
Getting ready for year end and what happens in January: Fair Market Statements, RMD Notices and 1099-Rs
Life expectancy tables for 2022 RMD calculations and inherited IRA RMD calc ulations change
Amendment and plan agreement update
Transition Rules
Legislative update
IRA administrator, perso nal banker, or member services personnel who has a working knowledge of bas ic IRA operations and wishes to expand their expertise and provide enhanced customer service;
A financial professional who recognizes t hat IRAs play an integral role in retirement planning;
A com pliance specialist with procedural oversight of IRA policies and practices; or
Support personnel responsible for promotional materials that describe the services provided by your financial organization.
Matthew Dickinson has b een working with IRA for 18 years. Matthew not only instructs, but he liste ns and responds to special needs and involves his audience in an effective group learning experience. Attendees are encouraged to ask questions or sha re concerns throughout the program.
8:30-9:00 a.m. Registration
9:00 a.m.-12:00 p.m. Pr ogram
12:00-12:45 p.m. Break for lunch
12:45 -4:00 p.m. Program continues