IRA Update Webinar – What’s New for the Upcoming Filing Season?
It’s a new year, and changes to IRAs are inevitable. Just when we get comfortable with the “old” rules, Congress throws us a curve, and many times it’s right before they go on their Christmas holiday break. Learn about the latest legislation, pending legislation, and cost of living adjustments available for 2016 (see complete description below).
Click Here for Webinar Description and Audience
It’s a new year, and changes to IRAs are inevitable. Just when we get comfortable with the “old” rules, Congress throws us a curve, and many times it’s right before they go on their Christmas holiday break. Learn about the latest legislation, pending legislation, and cost of living adjustments available for 2016.
What You Will Learn:
Get answers to these and many more common questions:•What are legislative updates for 2016?
•What are proposed regulations for Auto-enrollment IRAs for small businesses?
•Did Congress reinstate the Qualified Charitable Distribution Exemption for 2015/2016 and beyond, and what are the proper procedures?
•How does the recent Supreme Court ruling regarding legal same sex marriage in all 50 states affect beneficiary designations on IRAs?
•What are mandatory reporting requirements to be distributed to IRA accountholders in January 2016?
•How does the new Rollover Change effective January 2015 affect IRA rollovers in 2016 now that the transition rule has expired?
•What is the danger in confusing the “IRA direct transfers” terminology with “direct rollovers”? NO!!!! It is NOT the same thing.
Who Should Attend?
IRA personnel in New Accounts, CDs, Trust, Investments and Savings Departments who are involved in opening, selling, and administering IRA accounts will benefit greatly from thorough discussion 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.
Click Here for Continuing Education Credits (CEC) Info
This webinar is recommended for 2.5 CE Credit Hours. Each attendee will receive a Certificate of Attendance for self-reporting of CE Credits.
Click Here for Viewing Option Descriptions
INCLUDES SEVEN DAYS OF ONDEMAND PLAYBACK! With this option, you will participate in the webinar (via the internet) as it is being presented. 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. Participants can type and send their questions to the instructor. Many companies are now running their PC through an LCD projector allowing many employees to participate in the same room.
SIX MONTH ONDEMAND VIDEO RECORDING:
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 an effective training tool. The weblink will be available to you (and anyone else in the company) for up to 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 RECORDING:
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 the PowerPoint slides and a CD-ROM Recording (featuring PowerPoint presentation with audio) of the webinar via regular mail. Mailed 7 to 10 days after the webinar takes place.
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.