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IRA Contributions

May 16 @ 11:00 am - 12:00 pm

Speaker

Robert Shipp
Consultant, ERISA Compliance Department
Ascensus

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Overview

A comprehensive understanding of IRA products and compliance requires a thorough knowledge of contributions. This WiBinar covers both traditional and Roth IRA contribution issues, including deadlines, limits, possible tax credits, and traditional IRA deductibility rules. It is geared to help prepare IRA professionals for the hectic IRA contribution season that generally takes place between January 1 and April 15.

Learning Objectives:

List the eligibility rules for regular, spousal, and catch-up traditional and Roth IRA contribution limit
Identify an individual's IRA Contribution Limit
Understand when certain individuals may receive a tax deduction or tax credit for IRA Contributions

State the IRA contribution deadline, including the deadline for military personnel

Accurately report traditional and Roth IRA contributions

WiBinar Fees

Pricing For Price Season Pass
Bank Member $195.00 $0.00
Bank Nonmember $249.00 $0.00
Affiliate Member $195.00 $0.00
Affiliate Nonmember $249.00 $0.00

Season Pass Members recieve 4 individual logins to every WiBinar:


Register

 

This WiBinar is ideal for:

IRA Administrator, New Account Representative, Personal Banker, Client Relationship Manager, Trust Administrator, Universal Banker, Compliance Officer

CPE Credits: 
1 CPE Credit

Details

Date:
May 16
Time:
11:00 am - 12:00 pm
Events Category:
Events Tags:
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Speaker

Robert Shipp

Western Bankers Association

As a result of an exciting merger finalized on January 1, 2018, the Western Bankers Association (WBA) is now the primary association operating two divisions: California Bankers Association (CBA) and Western Independent Bankers (WIB). CBA will oversee all California and federal legislative and regulatory advocacy efforts, while WIB will oversee all conferences and professional development programs. Members of the respective associations will now be members of WBA.

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