IRA Essentials Virtual Program

If you are not a KBA member, please contact Jamie Hampton at jhampton@kybanks.com or 502-736-1278 for the possibility of attending at a non-member rate.

Delivery platform is Zoom, plan to join us via your laptop or phone. You will receive a link to join the events the afternoon prior to each scheduled session. Video is NOT required.

9 am-12:30 pm ET: Morning Session

12:30 pm-1:30 pm ET: Lunch

1:30 pm-4 pm ET: Afternoon Session

*short breaks will be worked into each session by the instructor

IRA Essentials gives attendees a solid foundation of IRA knowledge. Exercises are included throughout the day to help participants apply information to job-related situations. Attendees will leave this session able to work with IRA owners and process basic IRA transactions with confidence. This is a beginner's session; no previous IRA knowledge is assumed. Attendees should have a hand-held calculator.

Course Topics May Include

Introduction and Establishing IRAs
  • Identify the tax advantages of Traditional and Roth IRAs
  • Summarize the IRA opening document requirements
  • Explain the difference between primary and contingent beneficiaries
IRA Funding
  • Compare and contrast Traditional and Roth IRA eligibility requirements
  • Explain the regular contribution limit
  • Distinguish the regular contribution deadline
  • State the rules for prior-year contributions
  • ommunicate the regular contribution reporting deadlines
IRA Distributions
  • Identify federal income tax withholding requirements
  • Recognize the exceptions to the early distribution penalty tax
  • Summarize the tax consequences of Traditional and Roth IRA distributions
  • Define a required minimum distribution and the required beginning date
  • Communicate the distribution reporting deadlines
IRA Portability
  • Differentiate between a rollover and a transfer
  • Recognize rollovers between IRAs and employer- sponsored retirement plans
Who Should Attend

You should attend this seminar if you need to learn the basics of Traditional and Roth IRAs or want an updated, general refresher on IRA rules.

Cancellation Policy

Cancellations received more than 30 days prior to the event will receive a full refund. Cancellations received between 29 days and 10 days prior to the event will be charged a $50 processing fee. There will be no refund for cancellations received less than 10 days prior to the event. Substitutions are always welcome and encouraged. All cancellations and substitutions must be submitted in written format prior to the event.

 

When
9/23/2020 - 9/23/2020
Where
Virtual Event
You Will Receive A Link To Join the Events
The Afternoon Prior To Each Scheduled Session

About the Speaker(s)

 List View Contact
Paul Cullen
Paul Cullen
Ascensus
CULLEN, PAUL
Tammy Schultz
Tammy Schultz
Ascensus
SCHULTZ, TAMMY

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