IRA Update 2015 - What's on the Horizon?

One couple's misinterpretation of the IRA rules creates a revolution of changes regarding IRA Rollovers. Important issues you MUST know regarding these changes.

What You Will Learn:

  • Cost of Living Adjustments for 2015
  • Status on reinstatement of Qualified Charitable Distributions
  • IRA Amendment Requirements
  • How the Supreme Court decision regarding DOMA affects same-sex spouses
  • Sorting through the Rollover/Transfer Terminology and Reporting
  • Review of IRS Reporting Requirements

Who Should Attend?

All New Account / Customer Service Personnel involved with answering customer's IRA questions. Back office operations as well as any supervisors involved in customer contact or IRA reporting would benefit from this information-filled two hour webinar. This webinar is at an intermediate level.