Subscribe Now!
Free Daily News, Jobs, Webcasts, Discussions
Display and Distribute
Your Job Openings
COVID-19 News
COVID-19 Webcasts

Featured Jobs

Distribution Specialist

Carpenter Morse Group
(Telecommute / Longwood FL)

Carpenter Morse Group logo

Retirement Plan Consultant

Definiti
(Telecommute / Dallas TX / University Place WA / Spring TX)

Definiti logo

Free Daily News and Jobs

“BenefitsLink continues to be the most valuable resource we have at the firm.”

-- An attorney subscriber

Mobile App image LinkedIn icon
Twitter icon
Facebook icon
Webcasts  >  Upcoming, by Date   |   Recorded
Conferences  >  Upcoming, by Date   |   Upcoming, by State
Combined  >  Upcoming, by Date   |   Recorded or Upcoming, by Sponsor

View More Illinois Bankers Association Webcasts and Conferences

Advanced IRAs

Illinois Bankers Association

Oct. 29, 2020
10:00 a.m. - 5:00 p.m. EST
Webcast

Virtual Event

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

More Information, How to Register

© 2020 BenefitsLink.com, Inc.