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Time is Running Out to Take Advantage TCUL’s IRA Basics and Advanced Seminars
Monday, April 15, 2013 6:30 AM

Time is running out to register for the Texas Credit Union League’s (TCUL) IRA Basics and IRA Advanced seminars May 9-10 in Houston.  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

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.