IRA Advanced - Louisville

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

Advanced IRAs builds on the attendees’ basic IRA knowledge to address some of the more complex IRA issues that their financial organizations may handle. This is an advanced session; previous IRA knowledge is assumed. The instructor uses real-world exercises to help participants apply information to job-related situations.

Complex Transactions
• Understand a Roth conversion
• Recognize a qualified Roth IRA distribution
• Describe a qualified charitable distribution (QCD)
• Explain a health savings account funding distribution
• Discuss 529 plan-to-Roth IRA rollovers IRA Excess Contributions
• Define an excess contribution
• Identify excess contribution correction methods
• Describe a recharacterization
• Explain the possible taxes and penalty taxes for excess contributions
• Describe reporting for excess contributions and recharacterizations

Required Minimum Distributions
• Calculate a required minimum distribution (RMD)
• Discuss the RMD rules
• Explain the RMD reporting requirements Beneficiary Options
• Describe beneficiary distribution options when an IRA owner dies on or after January 1, 2020
• Recognize the differences for the various beneficiary types IRA Reporting
• Identify due dates for IRA reporting • Recognize when an RMD statement is required
• Understand when electronic filing of forms is required • Accurately report contributions, fair market values, and distributions to IRA owners, beneficiaries, and the IRS

Who Should Attend
You should attend this seminar if you are
• an IRA administrator, personal banker, or member services personnel who has a working knowledge of basic IRA operations and are looking to expand your expertise and provide enhanced customer service;
• a financial professional who recognizes that IRAs play an integral role in retirement planning;
• a compliance specialist with procedural oversight of IRA policies and practices; or
• a support personnel responsible for promotional materials that describe the services provided by your financial organization.

Event Brochure

Unified Technologies 11500 Blankenbaker Access Drive Louisville, KY
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Education Alliance Cancellation Policy
Substitutions are always welcome and encouraged. All cancellations and substitutions request must be submitted in writing prior to the event.

KBA Seminar Registrations can cancel 30 days prior to the event date and 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.

KBA Schools Applicants can withdraw from a KBA School 10 days prior to the 1st day of the school for a refund minus a $150 cancellation fee. There is no refund if an applicant withdraws after the deadline or if applicant fails to attend the school, with the exception of extenuating circumstances. Due to commitments and expenses we cannot reverse, such as: handouts, food, beverages, room rentals, speaker fees, etc.; even extenuating circumstances will require partial refunds because of these expenses.