Member Fee: $165 per connection
Non-Member Fee: $265 per connection
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Speaker: Debbie Crawford, gettechnical
This webinar is part of the IRA summertime series. We will continue to learn and understand the implications of the SECURE Act as it pertains to IRAs. We will make our way through contributions, movements, distributions and reporting and compliance. For those of you attending all three sessions we will work hard to develop our expertise as IRA Coordinators and Administrators for our bank. You will receive the latest version of the IRA Handbook.
During this program we will look at all the compliance and reporting issues with the SECURE Act. Have you done everything that needs to be done? Are you ready to enter the next reporting season? A compliance look at how the ins and outs of IRAs are documented and Reported to the IRS. How to audit your IRAs and how to correct errors will be part of the discussion.
Highlights:
· 5498 Line by Line Instructions
· 1099R Line by Line Instructions
· Compliance Calendar
· Documentation that matches the reporting
· Special reporting issues like disasters, self-certification, qualified reservist, inherited IRAs