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Registration is Open for Dallas IRA Seminars
Wednesday, March 11, 2015 6:50 AM

The IRA seminars will take place in Dallas on May 12-13. The basic training will cover traditional IRA, Roth IRA, and Roth conversions; education savings accounts; simplified employee pension plans; SIMPLE IRA; and moving and changing IRAs. The advanced training will cover everything you need to know about IRAs, including compliance, auditing, and reporting.

More Information & Registration

Day One – Seminar Highlights

  • Traditional IRA eligibility and deductibility requirements
  • Roth IRA eligibility and qualified distributions rules
  • SEPs and SIMPLES
  • How to move IRA money: rollovers and transfers
  • How to move money from company retirement plans
  • What happens if there is too much money put in an IRA
  • What happens when the customer takes money out at 59-1/2, 70-1/2, and death
  • Do IRAs have penalties? Who collects the penalty?
  • How does the IRS know the money is going in and out of an IRA
  • What paperwork needs to be completed to open and close an IRA
  • Coverdell Education Savings Accounts

Day Two – Seminar Highlights

  • Quick product review and update
  • Qualified retirement plan rollovers and common errors
  • Conversions, re-characterizations, revocations, and reconversions
  • Excess contributions
  • Compliance issues: how to audit your IRAs
  • Reporting to the IRS: A to Z
  • How to correct reporting to the IRS
  • 70-1/2 distributions, death distributions
  • Withholding
  • Common IRA errors and solutions
  • Prohibited transactions
  • Health Savings Accounts

Presented by Deborah Crawford, the IRA Basics and IRA Advanced seminars will be held at the Cornerstone Credit Union League in Farmers Branch.

Register online before April 28 to take advantage of the early bird rates.

If you have any questions, please contact Training & Events at (469) 385-6630 or (800) 442-5762, ext. 6630.

Educational grants are available through the Cornerstone Credit Union Foundation. To learn more, please visit www.cscuf.coop.