Calendar of Events

IRA Update and Review

01/17/2018, 10:00 AM to Noon

No location provided

Amy Davis adavis@msbankers.com 601-948-6366

Description:

IRA Update and Review
 

Presented by Patrice Konarik
Wednesday, January 17th, 2018
10:00 am - 12:00 pm CT
 

What You Will Learn:

Participants will get the answers to these and many more common questions.

  • What are the legislative updates for 2018?
  • How does the bank report Qualified Charitable Distributions to the IRS?
  • What are the new procedures for accepting “tardy” rollovers past the 60 day period?
  • What are the mandatory reporting requirements to be distributed to IRA accountholders in January 2018?
  • What is the status on the pending legislation to change beneficiary payouts?
  • What is the danger in confusing the “IRA direct transfers” terminology with “direct rollovers”? NO!!!! It is NOT the same thing.
Register here