Anchor The difference between an IRA conversion and an IRA recharacterization contribution can be confusing to accountholders and tax advisors. The allowable methods to correct excess contributions and the deadlines to avoid can also be perplexing and difficult to explain. In addition, recent tax legislation has eliminated the ability to recharacterize IRA conversions and retirement plan rollovers made on or after January 1, 2018. This session will demystify IRA conversions, recharacterizations, and excess contribution corrections. If you deal with IRA accounts in any capacity, you will learn how the new recharacterization rule affects 2017 versus 2018 conversions and retirement plan rollovers. Gain the knowledge necessary to confidently handle IRA owner questions and requests.
Attendance verification for CE credits provided upon request.
Who Should Attend?
This session is designed for individuals who deal with IRAs and IRA account owners, whether face-to-face, in the IRA operations area, or in a supervisory or managerial capacity. Licensed insurance representatives and registered representatives will also benefit. After this session, you will have a greater understanding of what is new and important in the world of IRA conversions, recharacterizations, and excess contributions.
If you are having issues with registering online, please contact CBAO's Education & Training Coordinator, Lianne Simeone, (614) 610-1877.