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
- New Reporting Codes
- Self Certifications
- Inherited IRAs
- Reporting Changes
- Combat zones and disaster relief
- And much much more…
WHO SHOULD ATTEND?
IRA Administrators, New Accounts, Personal Bankers, Branch Administration, Deposit Operations, Branch Managers, BSA Officers, Training and Business Development Personnel