Advanced IRA School

 

 

March 11-12, 2010

Marriott Legends Hotel at Capital Hill

2500 Legends Circle

Prattville, AL  36066

(334) 290-1235

 

 

Registration

The $495/member $595/nonmember -  registration fee includes instruction, materials, continental breakfast and refreshments.

 

Click here to register

(If you do not have a login and password for our registration section please call our office

at 1-800-239-7338)

 

The following link contains detailed instructions for MyCBAA's members only registration process.

 

MyCBAA Online Registration Instructions

 

9 a.m. - 3 p.m.

Registration begins at 8:30 a.m.

 

Speaker

 

Presented by Gettechnical, Inc.

 

Seminar Overview

 

The advanced IRA program concentrates on a review of products and all the advanced issues affecting IRA’s.  This seminar is not for beginners and includes all the rules for required minimum distributions and death distributions.  It also includes audit, compliance and reporting procedures for IRA’s.

 

Seminar Topics:

 

• Product update and review of changes
• Premature distributions
• Exceptions to the 10% penalty
• Annuity Distributions
• Rules for required minimum distributions
• Required beginning date
• Uniform table
• Reporting
• Waivers
• Transfers and rollovers after 70 ½
• Death Distributions
• Primary vs. contingent beneficiaries
• Treating the IRA as spouse’s own
• Inheriting the IRA
• Successor beneficiaries, disclaimers, calculations
• Special topics
• Recharacterizations
• Conversions and reconversions
• Revocations
• Compliance, auditing and reporting
• Health Savings Accounts

 

Who Should Attend

Intermediate and advanced level class for IRA administrators, trust officers, customer service representatives, personal bankers, branch managers and other personnel who need comprehensive distribution and compliance information.

 

The Manual

The manual is in full narrative format and mirrors the regulation, but in terms the layman can understand. It is an excellent resource for future reference.

 

More Information

Dress for the seminar is business casual.  To ensure your comfort, please bring a jacket or sweater.  If you need additional information please contact Debbie Pharr at 334-244-9456 or email dpharr@cbaaonline.com.  Location is subject to change.  We will notify you if a change is made after your registration. 

 

Cancellaton Policy

There will be a $50.00 fee for any cancellation.