IRA Advanced - Day Two
December 3, 2008
Columbia, SC
9:00 a.m. – 4:30 p.m. Local Time
Tuition: $199
Credit unions under $10 million in assets receive a 25% discount. Please call or e-mail for more information.
NEW ACH PAYMENT OPTION
You can now select ACH Debit on your registration form to pay directly out of your account. CUNA member access is required. Request web access today.
SEMINAR OVERVIEWIn 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 to help you understand challenging IRA transactions.
Schedule
8:30-9:00 a.m. Registration
9:00 a.m.-Noon Sessions
Noon-1:00 p.m. Networking Lunch
1:00-4:30 p.m. Sessions
TOPICS & OBJECTIVES
Review the Fundamentals
- Understand the new IRS regulations that affect IRAs
- Discuss the credit union's responsibilities for IRA programs
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
- Learn the requirements to complete a conversion
- 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
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.4400 or e-mail reginfo@cuna.coop.
Affiliation with CUNA/League is required for attendance.
FREE PUBLICATIONS
Try one of these publications free when you register for this program!
- Credit Union Magazine (6 months free!)
- Directors Newsletter (6 months free!)
Find out more about these publications
CANCELLATIONS
Cancellations received in writing (via fax 608-231-4327) before the end of business on November 11, 2008 are eligible for a refund of the amount paid minus a $50 administrative fee. No refunds will be granted for cancellation requests received after November 11, 2008. 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.
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