Calendar of Events

IRA School

08/15/2018, 8:30 AM to 4:00 PM

Daily

Embassy Suites, 200 Township Place, Ridgeland, MS 39157 (601-607-7112) map

Lori Richardson, Programs Manager lrichardson@msbankers.com 601-948-6366

Description:

IRA School

PRESENTED BY THE MISSISSIPPI BANKERS ASSOCIATION
August 15-16, 2018 |  8:30 a.m. - 4:00 p.m.

LOCATION
Embassy Suites Hotel
200 Township Avenue
Ridgeland, MS 39157
601-607-7112
 

PRESENTER
Patrice Konarik

COVERED TOPICS

  1. Understanding the Top 20 Basic Terms of IRAs.
  2. Next we will review the most commonly used forms to create and complete IRA transactions. (Since this is not vendor-form-specific, please bring a copy of your bank’s IRA Application form, Contribution Form, Distribution Form and Rollover Review or Rollover Certification Form as well as any other forms you may have questions on).
  3. As the day goes on, you will pick up knowledge of the IRA plan types, Traditional, Roth and SEP.
  4. On the second day of our hike, we will nail down the use of the proper terminology of “Rollover” vs. “Transfer” when moving money from an employer plan to an IRA and from an IRA to an IRA - and the consequences if we don’t know the difference.
  5. NEW - How to report “late” or “tardy” rollovers on the 2018 5498.
  6. And finally, you will better-learn and comprehend the complicated areas of IRA Distributions to owners and beneficiaries and IRS reporting, resulting in a better picture of this complicated topic.
Click here for Registration and more Information