IRA Advanced
October 15, 2008
Columbus, OH
9:00 a.m. – 4:00 p.m. Local Time
Tuition: $209
Credit unions under $6 million in assets receive a 50% discount. Credit unions with assets between $6-$20 million receive a 25% discount. Call or e-mail for more information.
NEW ACH PAYMENT OPTION
You can now select ACH Debit on your registration form to pay directly out of your account. CUNA member access is required. Request web access today.
SEMINAR OVERVIEWIn the advanced workshop, you’ll get ready to handle more complex IRA transactions. Discover how to address required minimum distributions, recharacterizations, and Roth conversions. Please bring your handheld calculator to practice solving real-world IRA issues.
Contributions
- Identify the different types of contributions that can be made to traditional and Roth IRAs
- Explore rollover contributions, the automatic waiver of the 60-day rule, and traditional IRA to Roth IRA conversions
- Understand how and when these contributions are reported to the IRA owner and the IRS
Distributions
- Understand the tax consequences of distributions from traditional and Roth IRAs
- Define an excess contribution as well as a recharacterization
- Know how to report distributions to the IRA owner and the IRS
Required Minimum Distributions
- Learn when to use the Uniform Lifetime Table and the Joint Life Expectancy Table
- Understand the tax reporting requirements for required minimum distributions
Processing a Death Claim
- Examine the steps involved in the death claim process.
For more program content information or to request a brochure call 800-356-9655, ext. 4882, or email abollman@cuna.coop. For registration questions, call 800-356-9655, ext.4400 or e-mail reginfo@cuna.coop.
Affiliation with CUNA/League is required for attendance.
LOCATION
QUEST CONFERENCE CENTER8405 Pulsar PlaceColumbus, OH 43240
Phone: (614)540-5540
Fax: (614)540-5541
LODGING DETAILHere is a nearby option for lodging:
BEST WESTERN FRANKLIN PARK SUITES - POLARIS
2045 Polaris Pkwy
Columbus, Ohio, 43240-2000
Phone: 614-396-5100
Toll Free: 866-329-3485
Fax: 614-396-5101
Rate: $99 sgl/dbl
To claim this room rate, call for reservations and reference "CUNA."
INSTRUCTOR
Fred Volkman develops and delivers IRA training to meet the needs of credit unions and leagues for CUNA Mutual Group. Fred is also the project manager for compliance and operational eLearning where he oversees webinars for credit union staff.
FREE PUBLICATIONS
Try one of these publications free when you register for this program!
- Credit Union Magazine (6 months free!)
- Directors Newsletter (6 months free!)
Find out more about these publications
CANCELLATIONS
Cancellations received in writing (via fax 608-231-4327) seven or more days before the start of the program are eligible for a refund of the amount paid minus a $50 administrative fee. No refunds will be granted if cancellation is received six days or less before a program begins. Substitutions are accepted anytime prior to the start of the program at no additional cost. Simply fax event and contact information, listing the new participant and who they will be replacing. Cancellation fees do not apply for free or complimentary programs.
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