Alert! IRA Update for 2017-2018 Tax Year
Presented by
Deborah Crawford
Recorded on January 31, 2018
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2.0 hours
Have you completed this webinar? Please tell us what you think.
ICB Credit: 2.5 CRCM
It’s tax season and time to update your knowledge on IRAs for the 2017-2018 tax season. The Tax Bill may eliminate the Roth recharacterization and brings other changes to retirement plans. During this program we will review the four IRA products, movements on IRAs and the forms and reporting changes on the IRA accounts. This program is a must for IRA Administrators and Staff who need the latest on IRAs. Includes a 500+ IRA Handbook for the current tax year.
What you will learn and review:
WHO SHOULD ATTEND?
New Accounts, Personal Bankers, Branch Administration, Deposit Operations, Training and IRA Personnel
Webinar Reviews:
The speaker is very knowledgeable of the material - FNBscotia
Eye opening. We have a lot of work to do on this annual notice portion.
- Buckeye
It was clear and precise. Great training - jweaver
Deborah Crawford
Alert! IRA Update for 2017-2018 Tax Year
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