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.
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