Image Image

Image

Upcoming League Events

 

Webinar: IRA & HSA Review & Update, Including DOMA Implications

 

Wednesday, January 15, 2014

2:00 - 3:30 pm CST

 

Speaker: Frank J. LaLoggia, LaLoggia Consulting, Inc.

 

About the Program

As we start a new year, it is important to know and understand the regulatory changes and important issues that will have a direct impact on your IRA and HSA programs and members. Because of a recent Supreme Court ruling, the IRS now recognizes as married any same-sex couple that is validly married under the laws of any state. Join us to learn about the dramatic impacts that the new IRS interpretation of "spouse" has on your IRA and HSA programs. This program is a must for individuals who deal directly with IRA or HSA members, or who have operational or managerial responsibilities.

 

HIGHLIGHTS

  • Review IRA and HSA eligibility requirements and contribution limits for 2013 and 2014
  • The far-reaching effects of the recent DOMA decision
    • The U.S. Supreme Court ruled that Section 3 of DOMA is unconstitutional
    • Major impacts of this ruling on your IRA and HSA accounts
  • Important changes to IRA and HSA beneficiary designations and options, Traditional IRA required minimum distributions, and more
  • Issues surrounding eligibility for a Traditional IRA contribution deduction
  • Most common questions asked by IRA and HSA holders over the past 12 months


Related Files
Printable Brochure (Adobe PDF File)

Related Links
Register Now

©2005 Wisconsin Credit Union League. All rights reserved.
Site powered by iMIS.