IRA Advanced | Ridgeland, MS
October 9, 2019
200 Township Place
Ridgeland, MS 39157
9 AM - 4 PM | Registration begins at 8:45 AM
The IRA Advanced class is designed for those who need information on what is new and changed in IRAs. We also include a review of products and compliance issues. While not designed for those who are new to IRAs, it does include enough basics to get you started and focuses on those areas that change each year. Each registrant will receive a copy of the 575 plus page IRA Handbook in hard copy and on cd.
- New Legislation pending that will increase 70 1/2 age, allow more into the accounts and other exciting changes!
- Product update and review of changes
- Premature distributions
- Exceptions to the 10% penalty
- Annuity Distributions
- Tax levies on IRAs
- Transfers and rollovers after 70 1/2
- 70 1/2 calculations & issues
- Charitable contributions
- Death distributions
- Primary vs. contingent beneficiaries
- Treating the IRA as spouse’s own
- Inheriting the IRA
- Successor beneficiaries, disclaimers, calculations
- Special topics
- Conversions and reconversions
- Compliance, auditing and reporting
- New reporting boxes on 5498
Who Should Attend
This program is designed for intermediate and advanced level IRA administrators, trust officers, customer service representatives, personal bankers, branch managers and other personnel who need comprehensive distribution and compliance information.
Deborah Crawford is the President of Gettechnical Inc., a Virginia-based firm, specializing in the education of banks across the nation. Her 30 plus years of banking and teaching experience began at Hibernia National Bank in New Orleans. She graduated from Louisiana State University with both her bachelor's and master’s degrees. Deborah's specialty is in the deposit side of the financial institution where she teaches seminars on regulations, documentation, insurance and Individual Retirement Accounts.
The cost to attend this all day seminar is $299 per person per day. Registration fees include instruction, refreshments and lunch. You can also register online by going to our website at www.gettechnicalinc.com.
A block of rooms have been reserved for October 8, 2019 - October 10, 2019. The special room rate of $159 per night will be available until February 5th or until the group block is sold-out, whichever comes first. To book your room at the special rate call 601-607-7112, ask for reservations and reference the group name Gettechnical, Inc..
Cancellation and More Information
Full registration fees will be refunded if a cancellation is received on or before ten business days prior to the meeting. If date of cancellation is less than ten days prior to the meeting, a $50 processing fee will be retained. No refunds will be given for cancellations made the day of the program. Substitutions are welcome. Dress for the seminar is business casual. To ensure your comfort, please bring a jacket or sweater. If you need additional information, please call (888) 773-4839.
|Event End Date||10-09-2019|
|Cut off date||10-09-2019|
|Location||Embassy Suites, Ridgeland, MS|