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Live Webcast - Audio/Visual CD Rom

 

IRA & HSA Update and Review

 

Tuesday, January 27, 2009 

2:00 - 3:30 p.m.

 

 

 

Individual Retirement Accounts and HSAs continue to evolve and change.  It is important to know the new regulatory issues, changes and guidelines that will directly impact your customers for the current tax year and the year ahead.  This webcast is not for beginners.  It will teach those with basic product knowledge what is changing on the landscape and provide up-to-date information on products, reporting requirements and the continued impact of the Heart Act and the new Economic Stimulus laws.  You will not want to miss this complete update for 2008-2009 tax seasons!    


 

 

Highlights:

  • New! Cost of living adjustments for IRAs and HSAs
  • Clarifications on how to directly roll Qualified Plans into Roth IRAs
  • Guidelines on rolling from a Qualified Plan to an inherited IRA
  • How to rollover from an IRA to a Health Savings Account
  • What new conversion rules mean for your high-dollar customers
  • Reporting changes and challenges
  • Online banking implications and challenges for IRAs
  • The Heart Act survivor benefits that can be rolled into Roth and Coverdell Educations Savings Accounts
  • Charitable giving of 70 ½ distributions are back!
  • HSA testing and full contribution rules

 

 

Who Should Participate?

This informative session is for IRA administrators, compliance officers, branch administration, customer service representatives and others who open and manage IRA and HSA accounts.

 

 

About the Presenter - Deborah Crawford

Deborah is president of gettechnical, inc. She specializes in the education of financial institution employees and officers in the area of deposit account laws, new account documentation, complex compliance regulations and IRAs.  She began her banking career with Hibernia National Bank, and holds both a bachelor's and master's degree from Louisiana State University.

 

 

Click Here to Register for Webcast.

 

 

Quick Links

 

What is a Telephone/Webcast Seminar?   

This training method allows unlimited listeners on your office speaker phone.  By choosing the webcast option, participants will also be able to view online visuals as the presentation is delivered.  Registrants receive a toll-free number and pass code that will allow entrance to the seminar.  The session will be one hour and fifteen minutes in length with an additional fifteen minutes for questions and answers.  Seminar materials will be sent prior to the broadcast along with hookup instructions.  Your pin number, hookup instructions and handouts will be emailed to you.  You will need the most current version of Adobe Acrobat Reader. 

  
CAN'T ATTEND THE SCHEDULED TRAINING?  SCHEDULE YOUR OWN TRAINING SESSION!  
 
ORDER THE AUDIO/VISUAL CD ROM*.
The CD Rom is complete with the audio track and visual presentation from the original webcast, question & answer sessions, plus participant handouts.  You will also have the ability to contact the presenter with follow-up questions.  With this CD, you will have an "off-the-shelf" training program for your review, for use by those who were not able to attend the live seminar or for future training purposes. Affordable, professional training, when and where you choose! 

 

 

 

 

 

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Arkansas Community Bankers Association | PO Box 20210 | Hot Springs | AR | 71913