IRA Essentials - Louisville

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.

Seminar 9 a.m. - 4 p.m. local time. Registration begins after 8:30 a.m. and breakfast will be available.

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.

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
  • Communicate 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 learn the basics of Traditional and Roth IRAs. Or if you want an updated, general refresher on IRA rules.

Speaker

Will be provided by Ascensus. Ascensus is the largest independent retirement and college savings services provider in the United States, helping over 7 million Americans save for the future. With more than 35 years of experience, the firm partners with financial institutions to offer tailored solutions that meet the needs of financial professionals, employers and individuals. Ascensus specializes in recordkeeping, administrative ad program management services, supporting over 40,000 retirement plans and 3.5 million 529 college savings accounts. It also administers more than 1.5 million IRAs and health savings accounts and is home to one of the largest ERISA consulting teams in the country.

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
9/14/2022
Where
Indiana Wesleyan University 1500 Alliant Avenue Louisville, KY
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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.