Telephone-Webcast-Audio/Visual CD Rom
12:00 – 1:30 PM Pacific Time
1:00 – 2:30 PM Mountain Time
2:00 – 3:30 PM Central Time
3:00 – 4:30 PM Eastern Time
Individual Retirement Accounts and Health Savings Accounts continue to evolve. It is important to know the new regulatory issues, changes and guidelines that will directly impact your customers for the current tax year and the coming year. This session is not for beginners. It is developed to show those with basic product knowledge what is changing on the landscape and to provide current and up-to-date information on the products, reporting requirements and the continued impact of the Pension Protection Act. You will not want to miss this complete update for 2007-2008 tax season.
HIGHLIGHTS
¨ New! Cost of living adjustments for IRAs and HSA accounts
¨ January 1, 2008 brings the ability to directly roll Qualified Plans into Roth IRAs
¨ Guidelines on rolling from a Qualified Plan to an inherited IRA
¨ How to rollover from an IRA to a Health Savings Account
¨ What new conversion rules mean to your high dollar customers
¨ Reporting changes and challenges
¨ What to do if the IRS tax levies an IRA
¨ Can an IRA be seized in right of offset?
¨ The continued problem of mistaken distributions from HSAs
¨ Debit cards and Health Savings Accounts
WHY SHOULD YOU PARTICIPATE?
This session is a cost-effective way to update IRA administrators on the changing product environment of IRAs and HSAs. You may train as many individuals as you like for one set price. There will be no travel costs, time lost from work and no one will be required to leave the institution.
WHO SHOULD ATTEND?
This informative session is for IRA administrators, compliance officers, branch administration, customer service representatives and others who open and manage IRA and HSA accounts.
ABOUT THE PRESENTER – Deborah Crawford
Deborah is president of gettechnical, inc. She specializes in the education of financial institution employees and officers in the area of deposit account laws, new account documentation, complex compliance regulations and IRAs. She began her banking career with Hibernia National Bank, and holds both a bachelor’s and master’s degree from Louisiana State University.
This training method allows unlimited listeners on your office speaker phone. By choosing the webcast option, participants will also be able to view online visuals as the presentation is delivered. Registrants receive a toll-free number and pass code that will allow entrance to the seminar. The session will be one hour and fifteen minutes in length with an additional fifteen minutes for questions and answers. Seminar materials will be sent prior to the broadcast along with hook up instructions. Your pin number, hookup instructions and handouts can be emailed to you or sent U.S. Mail. If you would like them emailed you will need the most current version of Adobe Acrobat Reader available free at www.adobe.com.
The CD Rom is complete with the audio track and visual presentation from the original webcast, question & answer sessions, plus participant handouts. You will also have the ability to contact the presenter with follow-up questions. With this CD, you will have an “off-the-shelf” training program for your review, for use by those who were not able to attend the live seminar or for future training purposes. Affordable, professional training, when and where you choose!
*CD Rom for PC use only