IRA & HSA Update: Discover What's New & Changing
On-Demand Webinar:
StreamedJan 12, 2023Duration90 minutes
- Unlimited & shareable access starting two business days after live stream
- Available on desktop, mobile & tablet devices 24/7
- Take-away toolkit
- Ability to download webinar video
- Presenter's contact info for questions
UPDATE: This session will include a discussion of the most important provisions in SECURE 2.0 that impact Traditional and Roth IRA Plans.
With a new year, you need new information! If you
deal with IRAs or HSAs, you won’t want to miss this important update, complete
with regulatory changes, pending legislation, and 2023 contribution limits.
AFTER
THIS WEBINAR YOU’LL BE ABLE TO:
- Understand the far-reaching effects of recent IRS guidance on IRA required minimum distributions and beneficiary distributions
- Be up to date on pending legislation and potential changes, including operational and IRA owner impacts
- Analyze the new 2023 federal tax withholding changes and know when to use IRS Form W-4R versus Form W-4P
- Identify 2022 and 2023 IRA and HSA contribution limits
- Examine current HSA trends and common questions
WEBINAR DETAILS
As one year ends and another begins, the start of
another IRA and HSA season is upon us. Be
prepared by catching up on recent regulatory changes, clarifications, and
interpretations. Learn about the
significant impact that pending legislation will have on IRA owners and
financial organizations. Whether your duties
include dealing directly with IRA and HSA owners or involve operational,
reporting, or managerial responsibilities, this session will provide practical
insights into what’s new and important in the world of IRA and HSA plans.
WHO SHOULD ATTEND?
This timely webinar will benefit
all staff who deal with IRA and HSA owners, or who have IRA or HSA operational,
compliance, or decision-making authority. The session will also provide value to those who hold insurance or
securities licenses.
TAKE-AWAY TOOLKIT
- Employee training log
- Interactive quiz
- PDF of slides and speaker’s contact info for follow-up questions
- Attendance certificate provided to self-report CE credits
TESTIMONIALS
"I thought the way that Frank presented the information was great! He broke down the topics so that they were easier to understand."
- Sara, Community First Credit Union of Florida
Presented By
LaLoggia Consulting, Inc
This Webinar Appears In
© 2023 FINANCIAL EDUCATION & DEVELOPMENT, INC