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Upcoming League Events

 

Individual Retirement Accounts (IRAs)

 

Effective September 30, online registration will be temporarily unavailable while we upgrade our website. Please complete the registration form and scan or send it to: The League at jphillips@theleague.coop or The League, Attn: Registration, N25W23131 Paul Road, Suite 500, Pewaukee, WI 53072.

 

November 20, 2014

Kalahari Resort & Convention Center
1305 Kalahari Dr.
Wisconsin Dells

(877) 253-5466


Room Rate: $109.00 Single/Double plus tax         Release Date: October 18, 2014

 

Who Should Attend: Anyone responsible for handling IRA's, regardless of experience. There has been a major change this year, so this program will benefit those new to IRAs as a well
as those more experienced individuals. Attend and learn the new ruling on IRA Rollovers and what changes your credit union needs to make.

 

About the Program

Having a foundation on IRA’s is one thing, building upon it is another. With a tax code that is 73,608 pages long, it is no wonder employees start to panic when a member asks questions regarding IRA’s. Like it or not, members view employees as experts, and one thing members do not want to hear is “I’m sorry you need to talk to your tax advisor.” A highlight of this program covers what no other IRA program in the country does!

 

Topics that will be discussed include:

  • Understanding New vs. Old Money
  • The Most Important Number with IRA’s
  • Using a Computer to Answer Member’s IRA Questions
  • The Quickest Way to Find Changes for 2014 and 2015
  • Rollovers and Transfers – Understanding the Major Change!
  • Figuring RMD
  • Promoting IRA Products to Members and Potential Members
  • Roth vs. Traditional – a Comparison
  • Applying One’s IRA Knowledge to Sample Exercises


Related Files
Printable Brochure (Adobe PDF File)

Related Links
Register Now

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