CANCELLED -- IRAs: Advanced Issues
Thanks to a flurry of legislative and regulatory developments, IRA providers nationwide are fighting uphill battles as they strive to comply with numerous recent changes to the laws governing IRAs. These changes affect virtually every facet of IRA administration and servicing including eligibility, funding, withholding, reporting, required minimum distributions and inherited IRA distributions. As the IRS continues to issue guidance concerning the implementation of these changes, it is imperative that IRA providers stay abreast of these developments—both to help ensure internal compliance as well as to provide top-notch customer service to IRA clients. In this session, we’ll get into the nitty gritty of the new distribution regulations, exploring—in depth—how these new rules affect both IRA owners and IRA beneficiaries. After thoroughly dissecting the new rules and their impact on IRA owners and beneficiaries, we’ll discuss concrete steps your financial organization can take to help ensure ongoing compliance, while also providing top-notch customer service.