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IRA Essentials - Louisville
If you are not a KBA member, please contact Jamie Hampton at firstname.lastname@example.org or 502-736-1278 for the possibility of attending at a non-member rate.
Seminar 9 a.m. - 4:30 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
Learn about the Traditional and Roth IRA eligibility requirements
Identify the contribution limit and deadline
Communicate contribution reporting deadlines
Identify federal income tax withholding requirements
Examine IRS penalties and penalty exceptions
Summarize the tax consequences of IRA distributions
Communicate distribution reporting deadlines
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.
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.
9/25/2019 - 9/25/2019
Kentucky Bankers Association
600 West Main Street
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