IRA & HSA Update: Discover What's New & Changing

Compliance Frontline & New Accounts IRA Operations

On-Demand Webinar

StreamedJan 12, 2023Duration90 minutes

Unlimited & shareable access starting two business days after live stream
Available on desktop, mobile & tablet devices 24/7
Take-away toolkit
Ability to download webinar video
Presenter's contact info for questions

See Registration Options

UPDATE: This session will include a discussion of the most important provisions in SECURE 2.0 that impact Traditional and Roth IRA Plans.

With a new year, you need new information! If you deal with IRAs or HSAs, you won’t want to miss this important update, complete with regulatory changes, pending legislation, and 2023 contribution limits.

AFTER THIS WEBINAR YOU’LL BE ABLE TO:

Understand the far-reaching effects of recent IRS guidance on IRA required minimum distributions and beneficiary distributions
Be up to date on pending legislation and potential changes, including operational and IRA owner impacts
Analyze the new 2023 federal tax withholding changes and know when to use IRS Form W-4R versus Form W-4P
Identify 2022 and 2023 IRA and HSA contribution limits
Examine current HSA trends and common questions

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WEBINAR DETAILS

As one year ends and another begins, the start of another IRA and HSA season is upon us. Be prepared by catching up on recent regulatory changes, clarifications, and interpretations. Learn about the significant impact that pending legislation will have on IRA owners and financial organizations. Whether your duties include dealing directly with IRA and HSA owners or involve operational, reporting, or managerial responsibilities, this session will provide practical insights into what’s new and important in the world of IRA and HSA plans.

WHO SHOULD ATTEND?

This timely webinar will benefit all staff who deal with IRA and HSA owners, or who have IRA or HSA operational, compliance, or decision-making authority. The session will also provide value to those who hold insurance or securities licenses.

TAKE-AWAY TOOLKIT

Employee training log
Interactive quiz
PDF of slides and speaker’s contact info for follow-up questions
Attendance certificate provided to self-report CE credits

NOTE: All materials are subject to copyright. Transmission, retransmission, or republishing of any webinar to other institutions or those not employed by your institution is prohibited. Print materials may be copied for eligible participants only.