IRA Essentials - Day One
December 2, 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 OVERVIEWThis 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.
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
IRA Fundamentals
- Understand the importance of retirement savings to your members and your credit union
- Identify the differences between traditional and Roth IRAs
- Know the process for establishing an IRA
Contributions
- Learn about contribution limits and deadlines
- Identify the eligibility requirements for traditional and Roth IRA contributions
Distributions
- Discuss the process for removing funds from traditional and Roth IRAs
- Identify IRS penalties and their exceptions
- Learn when it's necessary to withhold income taxes
Transfers and Rollovers
- Identify the differences between a rollover and a direct transfer
- Know what to do when the money comes from a qualified retirement plan instead of an IRA
Tax Reporting
- Review the basic tax reports that IRA owners receive, such as forms 5498 and 1099-R
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 10, 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 10, 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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