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IRA Update and Review

Recorded on February 19, 2019

Already know the basics on IRAs? Just need the new information and a good review for the 2018-2019 tax year? This is the program for you. It is designed for the banking professional with some IRA knowledge and provides a comprehensive review of what is new and intricate with these products.

What you will learn:

  • All new IRA numbers for contributions
  • All new numbers for Roth and Traditional phase-outs
  • Implications of the Tax Cuts Jobs Act
  • Review of products
  • Distributions
  • New Reporting Codes
  • Self Certifications
  • Inherited IRAs
  • Reporting Changes
  • Combat zones and disaster relief
  • And much much more…


IRA Administrators, New Accounts, Personal Bankers, Branch Administration, Deposit Operations, Branch Managers, BSA Officers, Training and Business Development Personnel

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