IRA Essentials (Session Code: 664)
Definition of an IRA: Traditional and Roth; IRA benefits to credit union and owner
Contributions: eligibility, regular and catch up; spousal; rules on timing, deductibility, disclosures, and documentation
Overview of IRA Plan Agreement: the application process
Distributions: allowable, early, and required documentation
IRA Transfers and Rollovers: rules and documentation needed; moving retirement plans into IRAs
Tax Reporting Requirements: distributions and contributions
Not eligible for IRA Supertrain certification.
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)
ICUL Education Center - October 30, 2013: 8:30 am
1807 W. Diehl Rd.
Naperville, IL 60566
Duration: 4:30 pm