South Carolina Credit Union League

2008 Seminars

IRA Advanced - Day Two

March 20, 2008
Greensboro, NC
9:00 a.m. – 4:30 p.m. Local Time
Tuition: $199
Credit unions under $10 million in assets receive a 25% discount. Please call or e-mail for more information.

NEW ACH PAYMENT OPTION

You can now select ACH Debit on your registration form to pay directly out of your account. CUNA member access is required. Request web access today.

SEMINAR OVERVIEW

In the advanced workshop, you’ll get ready to handle more complex IRA issues. Discover how to address required minimum distributions, recharacterizations, and Roth conversions. Bring your handheld calculator for hands-on practice to help you understand challenging IRA transactions.

Schedule
8:30-9:00 a.m. Registration
9:00 a.m.-Noon Sessions
Noon-1:00 p.m. Networking Lunch
1:00-4:30 p.m. Sessions

TOPICS & OBJECTIVES

Review the Fundamentals

Understand the new IRS regulations that affect IRAs
Discuss the credit union's responsibilities for IRA programs

Contributions

Identify the different types of contributions that can be made to traditional and Roth IRAs
Explore rollover contributions, the automatic waiver of the 60-day rule, and traditional IRA to Roth IRA conversions
Understand how and when these contributions are reported to the IRA owner and the IRS

Distributions

Understand the tax consequences of distributions from traditional and Roth IRAs
Define an excess contribution as well as a recharacterization
Learn the requirements to complete a conversion
Know how to report distributions to the IRA owner and the IRS

Required Minimum Distributions

Learn when to use the Uniform Lifetime Table and the Joint Life Expectancy Table
Understand the tax reporting requirements for required minimum distributions

For more program content information or to request a brochure call 800-356-9655, ext. 4882, or email abollman@cuna.coop. For registration questions, call 800-356-9655, ext.4400 or e-mail reginfo@cuna.coop.

Affiliation with CUNA/League is required for attendance.

LOCATION
NORTH CAROLINA CREDIT UNION LEAGUE
4160 Piedmont Pkwy.
Greensboro, NC 27410-8109
Phone: (800)822-8859
Fax: (336)299-7845
Click here for driving directions.

LODGING DETAIL
Here are two nearby options for lodging. For special rates, mention the North Carolina Credit Union League.

Ashford Suites
3901 Sedgebrook Street
High Point, NC 27265
Phone: 877-502-9522
Room rate: $99

Holiday Inn Greensboro Airport
6426 Burnt Poplar Road
Greensboro, NC 27409
Phone: 336-668-0421
Room rate: $72

INSTRUCTORS
Fred Volkman
Fred Volkman develops and delivers IRA training to meet the needs of credit unions and leagues for CUNA Mutual Group. Fred is also the project manager for compliance and operational eLearning where he oversees webinars for credit union staff.

FREE PUBLICATIONS
Try one of these publications free when you register for this program!

Credit Union Magazine (6 months free!)
Directors Newsletter (6 months free!)

Find out more about these publications

CANCELLATIONS
The last day for cancellations was March 12, 2008. Substitutions are accepted anytime prior to the start of the program at no additional cost. Simply fax event and contact information, listing the new participant and who they will be replacing. Cancellation fees do not apply for free or complimentary programs.