2024 IRAs A-Z Seminar

ALOHA & WELCOME
Payment required by VISA, MasterCard, or American Express for online registration.

Join us for a comprehensive overview of the fundamental IRA concepts. IRAs A-Z was designed as a crash course encompassing materials from the flagship IRA Essentials and Advanced IRAs courses condensed into one day. This seminar will include exercises throughout the day to help participants apply information to job-related situations. Attendees will leave this session with increased confidence and a better understanding of how to handle most common IRA transactions. Limited IRA knowledge is assumed, but a basic understanding of IRAs is beneficial.

AGENDA

Virtual IRAs A-Z Seminar
8:30 am - 3:30 pm

Introduction to IRAs

Identify the tax advantages of Traditional and Roth IRAs

IRA Funding

Compare and contrast Traditional and Roth IRA eligibility requirements
Explain the regular contribution limit
Distinguish the regular contribution deadline
State the rules for prior-year contributions
Communicate the regular contribution reporting deadlines

Moving IRA Assets

Differentiate between a transfer and a rollover
Show how assets are moved between employer-sponsored retirement plans and IRAs
Demonstrate how to report the transactions

IRA Distributions and Beneficiary Options

Identify federal income tax withholding requirements
Recognize the exceptions to the early distribution penalty tax
Summarize the tax consequences of Traditional and Roth IRA distributions
Define a required minimum distribution and the required beginning date
Describe beneficiary distribution options when an IRA owner dies on or after January 1, 2020
Recognize the differences for the different beneficiary types
Communicate the distribution reporting deadlines

REGISTRATION
Registration deadline: September 24, 2024
Registration fee: $295 per person
Participation is limited to registered attendees only

This seminar will be presented on the Zoom Meeting platform and requires each attendee to have a computer with video, audio (speakers and microphone), and internet access. An email will be sent to all registered attendees three days prior with links to download or print the seminar material. By registering for this seminar, you are consenting to be recorded and agree to the Hawaii Credit Union League’s code of conduct.

To register and pay online, click the "Register Online" button below.
To register and pay by check, click the "Print Registration Form" button below and
mail to Hawaii Credit Union League; 1654 South King Street; Honolulu, HI 96826-2097.

Print Registration Form

Cancellation and Refund Policy
No refunds will be made or registration forms accepted after deadline. Cancellation and refund requests must be made in writing and emailed to [email protected]. Hawaii Credit Union League reserves the right to cancel this seminar in the event of insufficient participation or for extraordinary reasons outside of its control, with advance notice to all registrants. Hawaii Credit Union League also reserves the right to change the site, instructor, or schedule of this program due to unforeseen circumstances, with as much advance notice possible.

SPEAKER

Agatha Schmidt is a Senior ERISA Analyst with the ERISA Services Department at Ascensus. In her position, Agatha consults with financial organizations on technical compliance matters through Ascensus’ 800 Consulting Service and serves as an instructor for webinars and various Ascensus-sponsored seminars nationwide. She lends technical expertise regarding IRAs, health savings accounts, Coverdell education savings accounts, and employer-sponsored plans. She also participates in technical reviews of documents, forms and publications, and performs compliance audits.

CONTACT INFORMATION

Hawaii Credit Union League

1654 South King Street
Honolulu, HI 96826-2097
[email protected]

Sayaka James, Education & Training Director
Email: [email protected]
Telephone: 808.203.6413