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

Speaker: Steve Janiszewski
Speaker Bio:
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 1:
ICUL Education Center - January 26, 2012: 8:30 am CT
1807 W. Diehl Rd
Naperville, IL 60566
Duration: 4:30 pm CT

Online registration for this event has ended.