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Top IRA SECURE Act & COVID Rule Changes For 2020 Tax Year - Details

Session Available from: Oct 20, 2020 12:00 - Jun 10, 2021 12:00
Session Options: Webinar, Recorded, Both Live/Recorded, (US).
Live Session Date: Dec 10, 2020 - Dec 10, 2020
Time: 02:00 - 03:30
Event description:

Top IRA SECURE Act & COVID
Rule Changes for 2020 Tax Year

 (90-minute webinar – recording also available)

 Thursday, December 10, 2020

12:00 PM Pacific       1:00 PM Mountain

2:00 PM Central    3:00 PM Eastern

The SECURE Act upended several well-established IRA rules.  Do you know about the new coronavirus-related distribution?  What about new types of penalty-free distributions?  What does the CARES Act require?  This is your chance for detailed, expert analysis of the rule changes affecting IRA owners, trustees, custodians, and advisors. 

AFTER THIS WEBINAR YOU’LL BE ABLE TO:

  • Understand the new traditional IRA age, eligibility, and required minimum distribution rules
    • Incorporates “difficulty of care” payments and certain stipend and fellowship payments to graduate students
  • Examine the highlights of the modified beneficiary required distribution rules under the SECURE and CARES Acts
  • Handle qualified charitable distribution requests
  • Analyze the coronavirus-related distribution (CRD) rules, including deadline, taxation, and recontribution requirements
  • Identify new types of IRA penalty-free distributions, including qualified birth and adoption expense distributions

WEBINAR DETAILS

What a year!  The SECURE Act dramatically altered many long-standing IRA rules and practices.  Do you interact directly with IRA owners or have supervisory, managerial, or other decision-making responsibilities?  This critically important session will provide a detailed analysis of the many rule changes affecting IRA owners, trustees, custodians, and advisors.  Act now to learn the many implications of what is new and important in 2020 and beyond. 

WHO SHOULD ATTEND?

If you have direct IRA owner interaction or operational or managerial responsibilities, this session will provide the detailed information needed to confidently operate a compliant IRA program and interact with IRA owners.  It will greatly benefit individuals who hold securities or insurance licenses. 

TAKE-AWAY TOOLKIT

  • Employee training log
  • Interactive quiz

DON’T MISS THESE RELATED WEBINARS!

Fundamentals of IRA Beneficiary Designations & Distributions,
Including SECURE & CARES Act Implications
on Thursday, August 6, 2020 

Advanced IRA Beneficiary Issues: Death Distributions, Trusts & Successors, Including SECURE & CARES Act Implications
on Tuesday, August 25, 2020 

Year-End IRA Actions: Notifications, Reporting & Monitoring,
Including SECURE Act & COVID Rule Changes
on Tuesday, November 10, 2020 

Frank LaLoggia     MEET THE PRESENTER - Frank J. LaLoggia, LaLoggia Consulting, Inc.

Frank LaLoggia is the President of LaLoggia Consulting, Inc., Rochester, New York, a pension consulting firm that assists financial organizations with ongoing support in the creation, development, and marketing of their retirement plans offerings.

Frank coordinates and conducts retirement plan seminars and training programs throughout the United States, including in-house IRA, HSA and employer retirement plan training sessions.  With over 39 years’ experience in employee benefits, he has assisted many leading financial organizations in the pension and financial services industries. Frank has achieved the designation of Deferred Compensation Specialist through Northeastern University’s Center for Continuing Education and The National Retirement Plans Training Conference.

THREE REGISTRATION OPTIONS – WHAT YOU GET

1. Live Webinar Includes

  • Unlimited connections within your institution to the Live Webinar
  • Handout and Take-Away Toolkit
  • Available on desktop, mobile & tablet
  • Presenter’s contact info for follow-up 

2. Recorded Webinar Includes

  • Recording of the Live Webinar
  • Available two business days following Live date
  • Handout and Take-Away Toolkit
  • Available on desktop, mobile & tablet
  • Free Digital Download, yours to keep
  • Share link with anyone at your institution
  • Presenter’s contact info for follow-up

3. Purchase the BOTH Option to receive all the benefits listed above! Full registration descriptions can be found here.

Note: All materials are subject to copyright. Transmission, retransmission, or republishing this webinar to other institutions or those not employed by your financial institution is prohibited. Print materials may be copied for eligible participants only.

AFFORDABLE, PROFESSIONAL TRAINING, WHEN AND WHERE YOU CHOOSE