February 13, 2013
New Jersey Bankers Association
Legislative Update
Applications Bulletin
Regulatory Bulletin
Buy-Sell Loans/Participations
Web Seminars
Everything You Need to Know About Advanced IRA Issues Compliance



Earn 5 CLE and 5 CPE Credits

Anyone can stand at a lectern and spout rules and regulations.  The challenge is to make sure people understand what the rules mean and how to apply them in everyday situations.  This Advanced IRA Issues Compliance Seminar is an exceptional, hands-on workshop that will provide critical information on IRAs and tax-favored savings plans in terms you can readily understand.  What's more, you'll be encouraged to ask questions, share ideas, and work together with your peers throughout the state to solve real-life IRA problems -- all in a relaxed and supportive atmosphere.  The Annual Advanced IRA Issues Compliance Seminar will cover the following topics:

IRA Contribution Update:
*The income limits for Roth IRA contributions for 2012 and 2013
*The income limits for Traditional IRA deductibility for 2012 and 2013
*The income limits for the Savers Credit eligibility for 2012 and 2013

Rollovers & Transfers Between IRAs:
*Moving funds between IRAs of the same type
*Applying the one-rollover-per-year rule
*Applying the 60-day rollover rule
*Converting Traditional IRAs to Roth IRAs
*Advanced  IRA Rollover issues

Rolling Between IRAs & WRPs:
*Direct rollover rules for non-spouse beneficiaries
*Rolling over from a Workplace Retirement Plan (WRP) to an IRA
*Determining rollover eligibility
*The direct rollover rules
*Reporting requirements that apply to rollovers and direct rollovers
*Advanced WRP Rollover Issues

Traditional IRA Required Minimum Distribution Rules:
*When distributions must begin
*How to calculate required minimum distribution amounts under the final regulations
*When to use the uniform lifetime table
*When to use the joint life expectancy table
*How the rules for transferring required minimum distributions work
*The rules for Qualified Charitable Contributions (enacted by American Taxpayers Relief Act of 2012) NEW

You will learn about
Traditional and Roth IRA Death Distribution Rules:
*The options available to beneficiaries
*An explanation of the five-year rule
*The additional options available to surviving spouses
*Complex IRA Beneficiary issues
*The rules for Qualified Charitable Contributions (enacted by American Taxpayers Relief Act of 2012) NEW

Sponsorship Information:  Please contact Jenn Zorn, VP/Director of Education and Business Development at jzorn@njbankers.com or 908-272-8500, ext. 611.

Event Sponsorship $500 each

Click here for more information.

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