2010 Seminars

IRA Workshop Advanced: Day Two (Atlanta,GA)

November 4, 2010
Atlanta, GA
8:30 a.m. – 4:30 p.m. Local Time
Tuition: $209
Small CU Discounts: CUs under $10 million in assets receive a 25% discount by entering promotion code 0925CU on the “Complete Checkout” page. Only one discount applies.

 
SEMINAR OVERVIEW

This workshop builds a solid foundation of IRA knowledge. You’ll develop the skills and knowledge to work with IRA owners and process basic transactions with confidence. Exercises are included throughout the day to help you apply the information to job-related situations. No previous IRA knowledge is required. Please bring a handheld calculator.

Schedule
8:30 – 9:00 a.m. Registration
9:00 a.m. – 4:30 p.m. Session
Noon – 1:00 p.m. Lunch

Of related interest: IRA Workshop Essentials (Atlanta,GA)


TOPICS & OBJECTIVES
Day Two: IRA Advanced
In the advanced workshop, you’ll get ready to handle more complex IRA issues. Discover how to address required minimum distributions, recharacterizations, and Roth conversions. Bring your handheld calculator for hands-on practice in working with real-world IRA transactions.

Contributions
  • Identify the different types of contributions that can be made to traditional and Roth IRAs
  • Explore rollover contributions, the automatic waiver of the 60-day rule, and traditional IRA to Roth IRA conversions
  • Understand how and when these contributions are reported to the IRA owner and the IRS
Distributions
  • Understand the tax consequences of distributions from traditional and Roth IRAs
  • Define an excess contribution as well as a recharacterization
  • Know how to report distributions to the IRA owner and the IRS
Required Minimum Distributions
  • Learn when to use the Uniform Lifetime Table and the Joint Life Expectancy Table
  • Understand the tax reporting requirements for required minimum distributions
Processing a Death Claim
  • Examine the steps involved in the death claim process

For more program content information or to request a brochure call 800-356-9655, ext. 4882, or email abollman@cuna.coop. For registration questions, call 800-356-9655, ext. 4949, or e-mail reginfo@cuna.coop.

 

Affiliation with CUNA/League is required for attendance.
LOCATION
HYATT PLACE ATLANTA AIRPORT NORTH
3415 Norman Berry Drive
Atlanta, GA 30344
Phone: (404) 768-8484
Fax: (404) 768-2277

 
CANCELLATIONS
Cancellations received in writing (via fax 608-231-4327) before the end of business on October 28, 2010 are eligible for a refund of the amount paid minus a $50 administrative fee. No refunds will be granted for cancellation requests received after October 28, 2010. Substitutions are accepted anytime prior to the start of the program at no additional cost. Simply fax event and contact information, listing the new participant and who they will be replacing. Cancellation fees do not apply for free or complimentary programs.