2024 IRA Series

As one year ends and another begins, the start of another IRA and HSA season is upon us. Be prepared by keeping up with recent regulatory changes, including the new College Savings 529 plan to Roth IRA rollover rule, increased SIMPLE IRA contribution limits, and IRA plan document amendment deadlines. Whether your job responsibilities are dealing directly with IRA and HSA owners or include operational, reporting, or managerial responsibilities, this session will provide you with practical insights into what is new and important in the world of IRA and HSA plans.

Join this lively presentation regarding financial organizations’ responsibilities and considerations when handling IRA beneficiary designations and distributions. The SECURE Act, SECURE 2.0, and recent IRS guidance have made dealing with beneficiary rules and distributions more complex and challenging. In Part A of this two-part session, you will learn about many important traditional and Roth IRA issues, including beneficiary election deadlines and certain reporting obligations. There will also be an overview of IRA beneficiary distribution options for deaths occurring prior to January 1, 2020. Part B will explore beneficiary options for deaths occurring on or after January 1, 2020, in greater detail.

Join us as we expand on many of our Part A beneficiary consideration topics, including a detailed discussion of beneficiary options for deaths occurring on or after January 1, 2020, and a review of the complex and often confusing successor beneficiary options. This session will also include an explanation of beneficiary separate accounting rules and implications. In addition, you’ll learn about the impact that recent IRS guidance is having on IRA beneficiary distributions.

Whether you are new to the IRA world or looking for an informative refresher on traditional and Roth IRA rules, this session is for you. Join us to explore IRA plan eligibility, contribution, rollover, and transfer rules, and how they impact IRA owners as well as financial organizations. The new 529 College Savings Plan to Roth IRA rollover rule will also be covered.

Plan to attend and learn about the rules and considerations surrounding IRA plan distributions, taxation, withholding, and penalties. This session will also review the traditional IRA required minimum distribution rules, implications, and responsibilities, including the recent increase in the RMD age, and new 2024 IRA penalty-free distribution options. It will serve as a great refresher for experienced IRA professionals and will provide an excellent training opportunity for those relatively new to the IRA arena.

This timely webinar will bring you up to date on issues surrounding IRA reporting, compliance, and required minimum distributions. Presented in an easy-to-understand format, it will help ensure that you and your organization are current on your reporting, participant notifications, and other compliance responsibilities. Go beyond the basics of the IRA required minimum distributions rules with this explanation of several complex RMD rules that often trip up IRA owners and financial organizations.