Thursday
Apr 29
2021

Hot IRA Issues: Divorce, IRS Levies, Creditor Claims & Misunderstood Rules

Registration Options & Pricing

Please select your membership status.


Live Webinar Includes

  • Unlimited Connections to the Live Webinar
  • Handout and Take-Away Toolkit
  • Available on Desktop, Mobile & Tablet
  • Presenter’s Contact Info for Follow-Up

Recorded Webinar Includes

  • Recording of the Live Webinar
  • Can be viewed anytime 24/7, beginning 2 business days after the webinar
  • Handout and Take-Away Toolkit
  • Available on Desktop, Mobile & Tablet
  • Free Digital Download, yours to keep
  • Share link with anyone at your bank
  • Presenter’s contact info for follow-up
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This is a 90-minute webinar.

12:00 pm – 1:30 pm PT
1:00 pm – 2:30 pm MT
2:00 pm – 3:30 pm CT
3:00 pm – 4:30 pm ET

Hot IRA issues abound. This dynamic webinar will address the most misunderstood IRS rules and recent updates, including the SECURE Act. Scenarios and examples will provide clarity and guidance. And IRA training just doesn’t get any better than learning best practices from IRA expert, Frank LaLoggia. Won’t you join us?

AFTER THIS WEBINAR YOU’LL BE ABLE TO:

  • Review the deadlines for updating IRA plan agreements and disclosure statements
  • Identify the most misunderstood rules under the SECURE Act
  • Discover how to handle various scenarios surrounding IRS levies, including when IRA accounts are exempt from IRS levy notices
  • Understand the difference between a distribution versus a transfer incident to divorce
  • Recognize the protection afforded to IRA accounts in bankruptcy versus general creditor scenarios

WEBINAR DETAILS

This lively session will bring you up to date on many consequential issues facing IRA owners, trustees, and custodians. Current information, interpretations, and best practices will be addressed in this practical, easy-to-understand session. Do you know the difference between a transfer versus a distribution due to divorce? When are IRA plan agreements and disclosure statements required to be updated for SECURE Act changes? Join this informative session to explore many current and important IRA rules and turn confusion into confidence when dealing with common, but often misunderstood, IRA scenarios.

Attendance certificate provided to self-report CE credits.

WHO SHOULD ATTEND?

This session will provide timely guidance for staff with IRA operational, compliance, or reporting responsibilities and who work with IRA owners face-to-face. It will also provide managers, registered representatives, and licensed insurance representatives with important, practical compliance-related information.

TAKE-AWAY TOOLKIT

  • Employee training log
  • Interactive quiz

DON'T MISS THESE RELATED WEBINARS!

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Death Distributions & Required Minimum Distributions"

Tuesday, July 27, 2021

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Wednesday, October 20, 2021

"IRA & HSA Update: Key Considerations for 2021"
January 14, 2021
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NOTE:  All materials are subject to copyright. Transmission, retransmission, or republishing of any webinar to other institutions or those not employed by your financial institution is prohibited. Print materials may be copied for eligible participants only.

MEET THE PRESENTER

LaLoggia Consulting, Inc.

We provide bank webinars on compliance, lending, regulations, security, operations, new accounts, collections, fraud, security & other topics. For more information on bank education and online training opportunities, join our mailing list.