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2019 IRA - Helena
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 Export to Your Calendar 3/28/2019 to 3/29/2019
When: March 28-29, 2019
From 8:30-4p & 8:30-12:00p
Where: Map this event »
Best Western Great Northern
835 Great Northern Blvd.
Helena, Montana  59601
United States
Contact: Pam O'Reilly
406-441-4703


Online registration is available until: 3/28/2019
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IRA: The Basics and All Plan Types including H.S.A.s - March 28, 8:30 a.m. - 4:00 p.m., Best Western Great Northern, Helena

·                  IRA Terminology – Top 20 Terms      

·                  Explanation of IRA Forms (Not Forms Specific– Please bring your own forms including Application, Contribution form, Distribution, Rollover Review or Certification and any other commonly used forms)

·                  Beneficiary Designations including Primary and Contingent, Trusts and Estates

·                  Qualifications, Contribution Limits and other new regulations for a:

-                  Traditional IRA

-                  Roth and Conversion Roth

-                 SEP IRAs contributions and IRS reporting

-                 Health Savings Accounts and Montana Medical Savings Accounts

Who Should Attend?
New Account Representatives, Certificate of Deposit Personnel, Savings Counselors, Account holder Service Representatives, Investment and Trust Personnel who are NEWLY involved in the opening, selling, marketing, or administration of IRAs.  Any officer/manager who "oversees" the IRA department and may be responsible for answering IRA account holders questions or concerns but does not actually open IRA accounts.  Experienced IRA Personnel who like a slower pace workshop.

Rollovers, Transfers and Distributions  - March 29, 8:30 a.m. - 12:00 p.m.,Best Western Great Northern, Helena

·                  Qualified Plan Rollovers to a Traditional or Roth IRA

o   Direct vs. Indirect

·                  IRA to IRA Indirect Rollovers and Direct Transfers – Once-per-12-month rule clarifications

·                  Distributions

o   Before age 59 ½

o   At age 70½ including mandatory notices

o   9 Biggest Mistakes of IRA Beneficiary Payouts

o   Overview and Explanation of IRS Reporting Requirements

o   Plus any updated changes to IRAs proposed and enacted for 2017/2018

There will be a review at the end of each day’s class.

Who Should Attend?
New Account Representatives, Certificate of Deposit Personnel, Savings Counselors, Accountholder Service Representatives, Investment and Trust Personnel who are involved in the opening, selling, marketing, or administration of HSAs. Any officer/manager who "oversees" the New Account department and may be responsible for answering HSA accountholders questions or concerns but does not actually open HSA accounts.

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