IRA Review and Update Webinar Recording

$325.00

* Please note that the recording links will be delivered to you via a downloadable word document in your confirmation e-mail.  The PowerPoint that corresponds with the recording will be automatically delivered upon purchasing via email from the website.

WHAT?

Our webinar recording on IRAs include the end of the 2020 tax season and the start of 2021.  You will have to begin to implement SECURE Act and its provisions this year.  You will need to send amendments and update your forms.  We also have some new pending legislation which if passed we will cover during this webinar.

All the new numbers, forms, distribution rules, new tables all available in our 600+ page manual.

PROGRAM CONTENT

Upon completion of the recording, you’ll understand:

  • CARES Act Recap of $100,000 repayment rules
  • SECURE Act on death distributions
  • New Life Expectancy tables
  • New Cost of Living Adjustments
  • Plus a good review of IRAs to start tax season
  • Pending legislation if finalized will be covered

WHO?

This  recording is designed for IRA Administrators, Personal Bankers, Customer Service Representatives, Training, Deposit Operations and Compliance.

SKU: 34236 Category:

Description

* Please note that the recording links will be delivered to you via a downloadable word document in your confirmation e-mail.  The PowerPoint that corresponds with the recording will be automatically delivered upon purchasing via email from the website.

WHAT?

Our webinar recording on IRAs include the end of the 2020 tax season and the start of 2021.  You will have to begin to implement SECURE Act and its provisions this year.  You will need to send amendments and update your forms.  We also have some new pending legislation which if passed we will cover during this webinar.

All the new numbers, forms, distribution rules, new tables all available in our 600+ page manual.

PROGRAM CONTENT

Upon completion of the recording, you’ll understand:

  • CARES Act Recap of $100,000 repayment rules
  • SECURE Act on death distributions
  • New Life Expectancy tables
  • New Cost of Living Adjustments
  • Plus a good review of IRAs to start tax season
  • Pending legislation if finalized will be covered

WHO?

This  recording is designed for IRA Administrators, Personal Bankers, Customer Service Representatives, Training, Deposit Operations and Compliance.