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Event Details

Event Name:IRA Update with Debbie Crawford
Date:October 24, 2017
Start Time:8:30 AM
Duration:1 day
Location:Jackson, MS

IRA Update with Debbie Crawford

October 24, Jackson, MS

This year, we join with the Mississippi Credit Union Assoc. for a one day program to brush up IRAs and learn about recent updates and changes. While not designed for those who are new to IRAs, it does include enough basics to get you started & focuses on those areas that change each year. 

Each registrant will receive a copy of the 575 plus page IRA Handbook on a CD.

 Program Topics Include:

  • Product update and review of changes
  • Premature distributions
  • Exceptions to the 10% penalty
  • Annuity Distributions
  • Tax levies on IRAs
  • Transfers and rollovers after 70 1/2
  • 70 1/2 calculations & issues
  • Waivers
  • Charitable contributions
  • Death distributions
  • Primary vs. contingent beneficiaries
  • Revocations
  • Compliance, auditing and reporting
  • and more!

Click Here for More Information & Registration

*note - this link takes you to MSCUA's website to complete your registration*

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