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Advanced IRAs

Ascensus

Oct. 29, 2020
9:00 a.m - 4:00 p.m.
Illinois

Our highly skilled Ascensus trainers, in partnership with Illinois Bankers Association, present IRA workshops in Oak Brook, IL, covering essential and advanced IRA topics.

The long-awaited SECURE Act was signed into law on December 20, 2019. Most of the provisions affecting IRAs are in effect as of January 1, 2020 including huge changes to Beneficiary Payout Options. Everyone who has any contact with IRAs must know this important information ASAP to make sure old Beneficiary Options are not used for IRA owners who died beginning in 2020.

This seminar builds upon the attendee’s knowledge of IRA basics to address some of the more complex IRA issues their financial organizations may encounter. Real-world exercises will be used to help provide practical application to job-related situations.

This is an advanced session; previous IRA knowledge is assumed.

Topics:

  • IRA Update
  • Required Minimum Distributions
  • Beneficiary Options
  • Advanced Portability
  • Roth IRA Conversion Contributions
  • IRA Challenge
  • Secure Act of 2020

At the conclusion of this seminar, participants should have a better understanding of:

  • Explain recent changes affecting IRA owners
  • Calculate a required minimum distribution (RMD)
  • Describe beneficiary distribution options
  • Summarize the restrictions on the movement between IRAs
  • Describe a conversion
  • Determine whether common industry views on various IRA topics are true

Location:
Lewis University
1111 West 22nd Street, Suite 700
Oak Brook, IL

More Information, How to Register

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