IRA Advanced | Ridgeland, MS

October 24, 2018

Embassy Suites
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. 

Program Topics

• 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
• Waivers
• Charitable contributions
• Death distributions
• Primary vs. contingent beneficiaries
• Treating the IRA as spouse’s own
• Inheriting the IRA
• Successor beneficiaries, disclaimers, calculations
• Special topics
• Recharacterizations
• Conversions and reconversions
• Revocations
• Excesses
• Compliance, auditing and reporting
• New reporting boxes on 5498
• New Supreme Court verdict that may change status of inherited IRAs as protected accounts
• New one-time rollover rule effective Jan 1, 2015
• New reporting on the 1099R for 2015

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.

Seminar Instructor

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 $265 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 22, 2018-October 25, 2018. The special room rate of $149 per night will be available until September 22nd 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.