SDBA 2019 Spring IRA Update - Sioux Falls
Tuesday, March 26, 2019, 8:30 AM - 3:45 PM CDT
Category: SDBA Events
SDBA 2019 Spring IRA Update (rescheduled)
March 26, 2019
Ramkota Hotel
Sioux Falls, SD
SEMINAR DESCRIPTION
IRA 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 HIGHLIGHTS
LEGISLATIVE UPDATE:
- Proposed legislation
- Trump Executive Order
IRA Contribution
- Eligibility and deadlines
- Increased limits
- COLA increases
- SEP and SIMPLE changes
- Tax Savers
IRA Transfer/IRA Rollovers/QRP Direct Rollovers
- Explanation of each
- Self-Certification: What is it? How to report it?
Conversions
- Rules
- Reporting
- Tax implications
Excess Contributions
- What are they?
- How to correct them
Recharacterizations
- What are they?
- How to report them
- How to report to the IRS
Inherited IRAs
Reporting: 5498
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; or
- Support personnel responsible for promotional materials that describe the services provided by your financial organization.
REGISTRATION FEE
Member Fee - $265 Non-Member - $365
SCHEDULE
8:30-9:00 am Registration 9:00-12:00 am Program 12:00-12:45 pm SDBA host luncheon 12:45-3:45 pm Program continues
HOTEL INFORMATION
Ramkota Hotel 3200 West Maple St Sioux Falls, SD 605-336-0650
CANCELLATION POLICY
100% 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]
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