Seminars

CPDOnline

Schools & Conferences

Self-Study Certificate Programs

Seminars in a Box

Training on Demand

Webinars & eSchools

Creating Member Loyalty

Audio Conferences

Books & Videos

All Training Events Calendar

CU Magazine & Newsletters

Compensation Resources & HR Services

CUNA Councils

Legislative Affairs	Political Affairs	Compliance	Regulatory Advocacy
Training	Products & Services	Research & Statistics	Strategic Services	Consumer Information

2008 Seminars

IRA Workshop: Advanced

December 5, 2008
Harrisburg, PA
9:00 a.m. – 4:30 p.m. Local Time
Tuition: $199
Credit unions under $20 million in assets 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 OVERVIEW

In 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.

Schedule
8:30–9:00 a.m. Registration
9:00 a.m.-Noon Educational sessions
Noon-1:00 p.m. Networking lunch
1:00-4:30 p.m. Educational sessions

TOPICS & OBJECTIVES

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.

Affiliation with CUNA/League is required for attendance.

LOCATION
HARRISBURG EAST HOLIDAY INN
4751 Lindle Rd
Harrisburg, PA 17111-2400
Phone: (717) 939-7841
Fax: (717) 939-5640
Room rates: $97 single/double^*

Hotel Reservation Deadline: November 3, 2008

* Room rates and availability cannot be guaranteed. Rooms may be sold out prior to this date, so make your hotel reservations early! Room reservations and fees are the responsibility of the registrant.

WHO SHOULD ATTEND
Anyone in your credit union who works with IRA accounts will benefit from the Advanced seminar to discuss the issues associated with IRAs.

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
The last day for cancellations was November 4, 2008. 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.


Download the complete brochure

100% Guarantee
CUNA Center for Professional Development is committed to providing a quality learning experience with cutting-edge topics and expert instructors. If for some reason you are not fully satisfied, contact us and we’ll provide you a full tuition refund or credit.

Not finding what you're looking for? Click here to submit your topic suggestion or question.