WEBINAR

2019 IRA Update and Review

CFT Credits: 0.25

Well, the Congress in their usual last-minute Christmas gift in December of 2017 passed the “Tax Cuts and Jobs Act of 2017”. While they have spent most of the year ironing out what this all means, most of the expected IRA changes were not included in the final legislation. But, this year is not over.

Webinar Description and Intended Audience

Well, the Congress in their usual last-minute Christmas gift in December of 2017 passed the “Tax Cuts and Jobs Act of 2017”. While they have spent most of the year ironing out what this all means, most of the expected IRA changes were not included in the final legislation. But, this year is not over. The IRS Cost of Living Adjustments are released in October 2018. And, you never know what the 2018 December surprise legislation will bring us. Because of these last minute changes, the annual IRA Update and Review Webinar is a “must attend”.

What You Will Learn:

  • What are the legislative updates for 2019?
  • Clarifying reporting of Qualified Charitable Distributions to the IRS and why they will become more prevalent over the next couple of years.
  • What are the mandatory notices and reporting to be distributed to IRA accountholders in January 2019?
  • What is the constant danger in confusing the “IRA direct transfers” terminology with “QP direct rollovers”?
  • Why are IRA accountholders getting so many unnecessary letters and bills from the IRS?
  • Participants will get the answers to these and many more common questions.

Who Should Attend?

IRA personnel in New Accounts, CDs, Trust, Investments and Savings Departments who are involved in the opening, selling, and administration of IRA accounts will benefit greatly from the thorough discussions of the more complicated aspects of the IRA and from the “Annual IRA Update and Review”. A working knowledge of IRAs will help understand the more complicated areas of this Webinar.

“Patrice is an awesome speaker and is very knowledgeable.” – Karen W, Commercial Bank – St. Louis, MO

Webinar Viewing Options

LIVE WEBINAR:                                              

INCLUDES 7 DAYS OF UNLIMITED ONDEMAND PLAYBACK!  With this option, you will participate in the webinar live, via the internet. You will login to the webinar on your PC to view the PowerPoint presentation, and you have the option of using your PC speakers or a telephone for the audio. You can type and send your questions to the instructor. Many companies are now running their PC through an LCD projector allowing many employees to participate at the same time.  And don’t worry if you miss the webinar, you can still view it for up to seven days after it takes place!

SIX MONTH ONDEMAND VIDEO:

With this option, you will receive an e-mail that contains a link to the PowerPoint slides (to download, print, and copy) as well as a link to the media player where you will view and hear the entire webinar just as it was delivered, featuring the full-color PowerPoint presentation with audio. You can pause, fast-forward and rewind as needed, which makes it a very effective training tool. The OnDemand Video will be available to you (and anyone else in the company) for six months and can be accessed 24/7 as many times as you wish. Delivered via e-mail the day after the webinar takes place.

CD-ROM VIDEO:

If you do not have internet access or want to make the webinar part of your training library, the CD-ROM Recording is a great option for viewing a webinar. You can pause, fast-forward and rewind as needed, which makes it an effective training tool.  With this option, you will receive a download of any applicable handouts and a CD-ROM (featuring the full-color PowerPoint presentation with audio) via regular mail. Mailed 7 to 10 days after the webinar takes place.

IN-HOUSE:                                                        

Webinars can be scheduled and offered exclusively for your company.  They can even be customized to best fit your needs.  To find out more, please complete the in-house request form found in the Schedule and Registration Information section below.

Continuing Education (CE) Credits

This webinar is recommended for 2.5 CE Credit Hours. Each attendee will receive a Certificate of Attendance for self-reporting of CE Credits.

Register Here!

Choose the viewing option that best suits your needs. Live Webinar times are shown as Eastern Time. You can choose to pay by credit card or invoice when you register. CFT Credit will be awarded to the registrant, unless directed otherwise (additional attendees can also receive credit for an additional fee). CFT Webinars are powered by Total Training Solutions!

Webinar DateStart TimeEnd DateEnd TimeViewing Options - See Descriptions AbovePrice
01/09/19Archived CD-ROM Video Recording$345.00Order
01/09/19Archived Six Month On-Demand Recording$295.00Order
AnyIn-HouseRequest