Take the Mystery out of IRAs
May – June 2009
It’s Case Closed for IRA Questions
IRAs seem like a mystery at times—just when you think you know what happens next, you’re thrown for a loop. Case after case gives you the third degree and you’re left looking for an alibi.
Don’t settle for unsolved mysteries. Our spring and summer IRA seminars will help you weigh the evidence to discover the truth. We’ve examined every angle and investigated each lead to deliver an airtight case on IRAs.
Whether you’re an amateur detective or a seasoned sleuth, our IRA experts will have you hot on the trail of relevant topics in no time.
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Just the Basics Agenda
- Establishment
- Regular Contribution Eligibility
- Distributions
- Rollovers, Transfers, and Direct Rollovers
- Required Minimum Distributions
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More Than the Basics Agenda
- Legislation
- 2009 Reporting
- Beneficiary Options
- Rollover, Transfers, and Direct Rollovers
- Simplified Employee Pension (SEP) Plans
- Health Savings Accounts (HSAs)
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Seminar Information
Registration 8 A.M. - 8:30 A.M.
Seminar 8:30 A.M. - 4 P.M.
Lunch Break Noon - 1 P.M. (15-minute morning and afternoon breaks)
The fee is $195 and $180 for each additional registrant from the same financial organization. Additional discount pricing is available for organizations that send 11 or more people. The fee includes seminar materials, beverages, and a light lunch. All travel-related expenses, including parking fees and breakfast, are the responsibility of the seminar attendees or their financial organizations.
Continuing Education Credits
Any Independent Community Bankers of America (ICBA) certified individual who attends one of our live seminars can earn six hours of continuing education credits to be applied to the Certified Community Bank Internal Auditor (CCBIA) and Certified Community Bank Compliance Officer (CCBCO) designations. To receive the credits, attendees simply report the hours to the ICBA at the end of the year.
