IRA Series:  IRA Year-End Update: 
New & Important IRA Issues & Answers

Tuesday, November 28, 2023
11:00 am – 12:30 pm Eastern

Are you up to date on the most important issues facing traditional and Roth IRA owners? Presented in an easy-to-understand format, this webinar will identify and address key areas of IRA reporting, how to avoid administrative noncompliance, and the July 14, 2023, guidance regarding IRA beneficiary distributions under the 10-year rule.

AFTER THIS WEBINAR YOU’LL BE ABLE TO:

• Review IRS Notices 2023-54 and 2022-53
  
  • Understand relief provided under Notice 2023-54 for certain missed beneficiary distributions under the 10-year rule and certain missed 60-day rollover period deadlines
• Identify IRA beneficiary options for deaths occurring on or after January 1, 2020
• Use beneficiary options quick reference charts
• Examine new required 2023 federal income tax withholding requirements, including IRS Form W-4R
• Determine when traditional IRA RMDs (required minimum distributions) must commence
• Understand important considerations when minors or organizations are named as IRA beneficiaries
• Distinguish whether divorce will impact IRA beneficiary designations

WEBINAR DETAILS 

In this timely session you will learn about your many responsibilities when managing and administering traditional and Roth IRA accounts and it will ensure that you are up to date on current IRA issues and IRS guidance. This session will cover a lot of ground, including a detailed review of IRS guidance issued on July 14, 2023, regarding handling certain IRA beneficiary distributions under the 10-year rule. Whether you have operational, managerial, or customer contact responsibilities, you will benefit from this practical session. 

WHO SHOULD ATTEND? 

This informative webinar will benefit everyone at your organization who is involved with IRA accounts, including service representatives, operations staff, compliance staff, administrative personnel, management, trust department staff, and those licensed for insurance and securities.

TAKE-AWAY TOOLKIT

• Employee training log
• Interactive quiz
• PDF of slides and speaker’s contact info for follow-up questions
• Attendance certificate provided to self-report CE credits

SPEAKER

Frank J. LaLoggia, LaLoggia Consulting, Inc.

Frank LaLoggia is the President of LaLoggia Consulting, Inc., a pension consulting firm that assists financial organizations with ongoing support in the creation, development, and marketing of their retirement plans offerings.

Frank coordinates and conducts pension seminars and training programs throughout the United States, including in-house IRA, HSA, and employer retirement plan training. With over 40 years of experience, he has assisted many leading financial organizations in the pension and financial services industries.

Attendance verification for CE credits provided upon request.

Webinar Sponsored by Financial Education & Development

If you are having issues with registering online, please contact CBAO's Education, Training & Special Events Coordinator, Malia Widder, (614) 610-1877.