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2008 Seminars

IRA Workshop: Advanced

December 3, 2008
Mars, 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. Please bring a hand-held calculator.

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
FOUR POINTS BY SHERATON PITTSBURGH NORTH
910 Sheraton Dr
Mars, PA 16046-9432
Phone: (724) 776-6900
Fax: (724) 776-6923
Room rates: $95 single/double^*

Hotel Reservation Deadline: November 10, 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.

INSTRUCTORS
Amy Cowan is responsible for developing and delivering IRA training programs, on a national level, to meet the needs of credit unions and leagues. In addition, Amy assists credit unions with technical and operational questions on the CUNA Mutual Group IRA Compliance Hotline.

Amy joined the IRA Services team of CUNA Mutual Group in August of 2005. Prior to this move, she worked for Memphis Area Teachers’ Credit Union as the Training Specialist for all branch operations and credit union products. She then advanced to the IRA Specialist position, where she was responsible for IRA administration and support for 15 branches in addition to IRA training for all branch management and staff.

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 6, 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.

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