IRA Essentials - Louisville

Seminar 9 a.m. - 4 p.m. local time. Registration begins at 8:30 a.m. with breakfast.

Attendees should bring a hand-held calculator.

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.

Course Topics May Include

Introduction and Establishing IRAs
  • Identify the tax differences of a Traditional and Roth IRA
  • Examine the process for establishing an IRA and the required documents
  • Differentiate between the types of beneficiaries
IRA Funding
  • Learn about the Traditional and Roth IRA eligibility requirements
  • Identify the contribution limit and deadline
  • Communicate contribution reporting deadlines
IRA Distributions
  • Identify federal income tax withholding requirements
  • Examine IRS penalties and penalty exceptions
  • Summarize the tax consequences of IRA distributions
  • Communicate 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
9/25/2019 - 9/25/2019
Where
Kentucky Bankers Association
600 West Main Street
Suite 400
Louisville, KY

About the Speaker(s)

 List View Contact
Mr. Kim J. Johnson
Kim Johnson
Ascensus

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