IRA Advanced Seminar

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

Online registrations are followed up with an email confirmation. Once an online registration is started you must click proceed to check-out and then click submit to finalize the registration. Registrants can view events they are registered for by using the MyKBA link on https://www.kybanks.com.

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.

IRA Excess Contributions
• Define an excess contribution
• Identify excess contribution correction methods
• Describe a recharacterization
• Calculate net income attributable (NIA)
• Explain the possible taxes and penalty taxes for excess contributions
• Describe reporting for excess contribution 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 Beneficiary Workshop – Applying the Options
• Describe the distributions options available to beneficiaries under the current rules and regulations
• Apply existing guidance to different beneficiary case studies
• Analyze complex beneficiary scenarios

Handling Complex IRA Death Claims
• Identify complex beneficiary issues
• Explain the procedures for handling complex beneficiary issues

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
• support personnel responsible for promotional materials that describe the services provided by your financial organization.

Area Hotels
Should you need overnight accommodations, there are several hotels nearby (we do not have a room block at any of these).
Hilton Garden Inn Louisville East, 1530 Alliant Avenue (502) 297-8066
Hampton Inn & Suites Louisville East, 1451 Alliant Avenue (833) 456-0697
LaQuinta Inn & Suites by Wyndham, 1501 Alliant Avenue (502) 267-8889
Holiday Inn Express, 1620 Alliant Avenue (502) 240-0035
Wingate by Wyndham Louisville East, 12302 Alliant Court (502) 785-0850
Fairfield Inn & Suites by Marriott Louisville East, 1220 Kentucky Mills Dr (502) 240-6171

Event Brochure

When
9/30/2026 9:00 AM - 4:00 PM
Eastern Daylight Time
Where
Kentucky Society of CPAs 1735 Alliant Avenue Louisville 40299
Registration
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About the Speaker(s)

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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 Registration can be cancelled 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.