IRA Advanced

Beyond Essentials builds on the attendees’ knowledge of IRA basics to address some of the more complex IRA issues their credit unions may handle. This is an advanced session; previous IRA knowledge is assumed. The instructor uses real-world exercises to help participants apply information to job-related situations. Those attending should bring a hand- held calculator.
 
Topics covered are:
  • IRA Benefits
  • IRA Tax Reporting and Withholding
  • IRA Transactions
  • Required Minimum Distributions (RMDs)
  • Processing an IRS Death Claim

Date 11/8/2012 9:00 AM to 5:00 PM
Location:
Utah Credit Union Association
1805 South Redwood Road Suite 200
Salt Lake City, UT 84104
Contact:
mp@utahscreditunions.org
(801) 972-3400

Registration is currently not open for this event.