What an IRA Merry-Go-Round 2020 was and it’s still spinning into 2022! After the SECURE Act was signed into law on December 20, 2019 and made effective on January 1, 2021, you would think by now all the IRS clarifications would have been released. The IRS released some new rules in February 2022 which were supposed to clarify the 2019 SECURE Act 1.0, but have actually raised more question than have been answered. Now, we have “proposed” regulations changing beneficiary payout options for the third time in two years and we are supposed to ‘pretend’ are in effect this year until they actually become effective later this year – WHAT?! And, Congress is still passing more bills affecting retirement accounts which are supposed to go to the Senate to vote on, affectionately known as the SECURE Act 2.0. On top of that, there are still some residual effects of the CARES Act of 2020. There are too many issues and too many potential pitfalls financial institutions will experience if they don’t have a working knowledge of these changes. Forms have been changed, IRA software was most likely updated and the most of the new rules have gone through several interpretations. The goal of the IRA School is to raise your comfort level if you are a rookie and to reinforce your knowledge if you have a higher level of experience. This intensive two-day format will help you pull it all together! You will receive your favorite "tool" - the 275-page Sunwest Training Corp's IRA Training and Reference Manual - which is not only full of easy-to-follow IRA information, but also lots of "Cheat Sheets" and "Quick Reference Tools" to get you through your day-to-day tasks of dealing with your IRA customers. Whether you are looking to gain basic knowledge of IRAs, raise your comfort level or sharpen your skills with the most up-to-date rules and regulations, this school will cover everything! Continuing Education Notice: American Bankers Association (ABA) Professional Certifications has approved IRA School for: 13.25 CISP, 13.25 CRSP, and 13.25 CTFA credits.
Click here to download the brochure.
Visit the 2022 IRA School webpage.