Calendar of Events

MBA IRA Advanced Update Seminar

02/08/2018, 8:30 AM to 4:00 PM

MBA Office, 640 N. State Street, Jackson, MS 39205 map

Lori Richardson, Programs Manager 601-948-6366


IRA Advanced Update Seminar
February 8, 2018, 8:30am-4:30pm

MBA Office | 640 North State St. | Jackson, MS 39205 | 601-948-6366
This program focuses on recent changes, and the content is at the intermediate to advanced level. It is assumed that participants are familiar with the basics of IRAs. Each participant will receive the complete 275-page Sunwest Training IRA Training and Reference Manual - the “Red Book”, which is constantly updated to reflect the new regulations.

Participants will get the answers to these and many more common questions:

• What are the legislative updates for 2017 and 2018?
• Will the Tax Reform Act of 2017 affect IRAs?
• What are the penalty-free withdrawal rules for hurricane-affected areas?
• How do you report Qualified Charitable Distributions on the 1099-R?
• What is the three-piece puzzle to solve regarding rollovers and transfers?
• What is a “late rollover” and when can this exception be used?
• What are the 9 – Yes – 9 biggest mistakes we make on beneficiary payouts?
• Are Health Savings Accounts worth offering to our customers?
• What are the most common mistakes on IRA IRS reporting and how to
avoid them?

Download a registration form here.