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Reserve Your Seat at Upcoming IRA Basics and Advanced Seminars
Friday, June 28, 2013 3:55 AM

If you are planning to take advantage of the Oct. 10-11 IRA Basics and IRA Advanced seminars in Dallas, please be sure and register early to secure your seat.  Presented by Deborah Crawford, the IRA Basics seminar covers the basic elements of IRAs, while the IRA Advanced seminar explores everything you need to know about IRAs, including compliance, auditing and reporting.

The IRA Basics seminar is a must-attend event for IRA administrators new to IRAs.  Those needing to gain additional knowledge about IRAs will also benefit from this program.  Attendees can expect Crawford to address among other things:

  • Traditional IRAs
  • Roth IRA and Roth Conversions
  • Education Savings Accounts
  • Simplified Employee Pension Plan
  • SIMPLE IRA
  • Moving and Changing IRAs
  • Changes on Issues of Portability and Conduit IRAs
  • Basics on Compliance and Reporting

In the IRA Advanced seminar, Crawford will examine:

  • Moving and Changing IRAs
  • Premature Distributions
  • 70 1/2 Distributions
  • Death Distributions
  • Reporting
  • Health Savings Accounts

The educational investment is $349 per attendee, per day and online registration is available, at https://www.tcul.coop/ira_sem_dallas.html.  Please note that Certified Public Accounts (CPAs) may earn up to 6.5 continuing professional educational credits (CPE) for each seminar.

For more information, please visit the Training & Events section of TCUL’s web site, at https://www.tcul.coop/IRA_Seminars.html.  If you have any questions, please contact TCUL Training & Events, at (469) 385-6630 or (800) 442-5762, ext. 6630.

Educational grants are available through the Texas Credit Union Foundation.  To learn more, please visit http://www.tcuf.coop/Grants.html.