This is a 90-minute webinar.
9:00 am – 10:30 am HST
12:00 pm – 1:30 pm PT
1:00 pm – 2:30 pm MT
2:00 pm – 3:30 pm CT
3:00 pm – 4:30 pm ET
The SECURE Act upended several well-established IRA rules. Do you know about the new coronavirus-related distribution? What about new types of penalty-free distributions? What does the CARES Act require? This is your chance for detailed, expert analysis of the rule changes affecting IRA owners, trustees, custodians, and advisors.
AFTER THIS WEBINAR YOU’LL BE ABLE TO:
- Understand the new traditional IRA age, eligibility, and required minimum distribution rules
- Incorporates “difficulty of care” payments and certain stipend and fellowship payments to graduate students
- Examine the highlights of the modified beneficiary required distribution rules under the SECURE and CARES Acts
- Handle qualified charitable distribution requests
- Analyze the coronavirus-related distribution (CRD) rules, including deadline, taxation, and recontribution requirements
- Identify new types of IRA penalty-free distributions, including qualified birth and adoption expense distributions
WEBINAR DETAILS
What a year! The SECURE Act dramatically altered many long-standing IRA rules and practices. Do you interact directly with IRA owners or have supervisory, managerial, or other decision-making responsibilities? This critically important session will provide a detailed analysis of the many rule changes affecting IRA owners, trustees, custodians, and advisors. Act now to learn the many implications of what is new and important in 2020 and beyond.
Attendance certificate provided to self-report CE credits.
WHO SHOULD ATTEND?
If you have direct IRA owner interaction or operational or managerial responsibilities, this session will provide the detailed information needed to confidently operate a compliant IRA program and interact with IRA owners. It will greatly benefit individuals who hold securities or insurance licenses.
TAKE-AWAY TOOLKIT
- Employee training log
- Interactive quiz
DON'T MISS THESE RELATED WEBINARS! |
| "Year-End IRA Actions: Notifications, Reporting & Monitoring, Including SECURE Act & COVID Rule Changes" Wednesday, November 11, 2020 Available Now "Advanced IRA Beneficiary Issues: Death Distributions, Trusts & Successors, Including SECURE & CARES Act Implications" August 26, 2020 Available Now "Fundamentals of IRA Beneficiary Designations & Distributions, Including SECURE & CARES Act Implications" August 4, 2020 Available Now |
NOTE: All materials are subject to copyright. Transmission, retransmission, or republishing of any webinar to other institutions or those not employed by your financial institution is prohibited. Print materials may be copied for eligible participants only.
We provide credit union webinars on compliance, lending, regulations, security, operations, new accounts, collections, fraud, security & other topics. For more information on credit union education and online training opportunities, join our mailing list.