EVENT: IRA Essentials (Session Code: 664)
IRA Essentials
• 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.



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

Speaker: Steve Janiszewski
Speaker Bio:
 Speaker: Steve Janiszewski, President of C & S Training Services, Inc., holds a degree in both Business and Education, and has more than 25 years of management experience in the financial community. His expertise lies in the areas of business development, financial security, supervision, and employee counseling. Steve has developed and conducted classes and seminars for in-house programs, colleges and professional associations on a national level.

Location(s):

Location 1:
ICUL Education Center - October 30, 2013: 8:30 am
1807 W. Diehl Rd.
Naperville, IL 60566
Duration: 4:30 pm

Securely Register for IRA Essentials

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Number of Participants to Register - CU's 6 million and above:
Number of Participants to Register - CU's Below 6 million: