EVENT:
IRA Advanced - Naperville (Session Code: 413)
· IRA Contributions: tax advantages of traditional and Roth IRAs; regular, transfer, and rollover contributions; IRA conversion contribution requirements; QRP rollovers, and reporting contributions
· IRA Distributions: reporting requirements; withholding requirements; taxation of distributions-traditional and Roth IRA; excess contributions and Recharacterization, deadlines and formula
· Required Minimum Distributions: calculating and owners RMD; reporting requirements;
· Processing a Death Claim: beneficiaries notification; successor beneficiaries; treatment of IRA assets
Illinois Pricing:
CU's 6 million and above: $169.00 1st attendee $144.00 2nd attendee
CU's Below 6 million: $149.00 1st attendee $124.00 2nd attendee
Contact: Drew Kayvani (Illinois Credit Union League)
Phone: 630-983-3418
Fax: 630-983-3212
Email: drew.kayvani@ilcusys.org