Stay Compliant Handling IRAs and HSAs
Credit union professionals who are new to handling Individual Retirement Accounts, looking for a refresher or who have years of experience and need to better understand advanced topics will want to register for the MCUL & Affiliates IRA Essentials and Advanced workshops.
Kicking off with IRA Essentials on Sept. 25, the first-day agenda includes "Introduction & Establishing IRAs," "IRA Funding," "IRA Distributions" and "IRA Portability."
The next day continues with subjects including an "IRA Update & Required Minimum Distributions," "Beneficiary Options," "Advanced Portability & Roth IRA Conversion Contributions," "IRA Challenge" and a "Wrap Up: Q&A."
The workshop finishes on Sept. 27 with training on handling Health Savings Accounts. Attendees may choose to attend any combination of days, with the sessions prices at $219 per person, per day. The IRA: Essentials & Advanced; Plus, Health Saving Accounts Workshop takes place at the Hotel Indigo in Traverse City where rooms are being held at a negotiated rate until Aug. 27.