What a wild ride these last two years have been! New laws became effective January 1, 2020, under the SECURE Act. Then more new temporary rules were initiated in March 2020 as part of the CARES Act. While most of the CARES Act has expired, we will be dealing with "repayments" of IRA COVID-Related Distributions (CRDs) for the next two years. It's all about the coding and reporting in these complicated issues, so you have to get it right!
This one-day update will summarize the changes and then get into the nitty-gritty of new distribution regulations. What stays the same? What changes? And how do we disclose all these changes to our customers? Participants will also receive the latest 280-page 2021-2022 IRA Training Manual, "The IRA Red Book."
Registering Someone Else: Click Register a Coworker and select their name from the drop-down list. To add a new contact, please complete the entire form.
Multi-Registrant Discount: Please complete the checkout for the first registrant, then wait 10 minutes before adding additional registrants to receive the discount.
Questions? Email [email protected] or call (512) 472-8388.