The SECURE Act upended several well-established IRA rules. Do you know
about the new coronavirus-related distribution? What about new types of
penalty-free distributions? What does the CARES Act require? This is your
chance for detailed, expert analysis of the rule changes affecting IRA owners,
trustees, custodians, and advisors.
- Understand the new traditional IRA age, eligibility, and required minimum
- Incorporates “difficulty of care” payments and certain stipend and fellowship
payments to graduate students
- Examine the highlights of the modified beneficiary required distribution rules under
the SECURE and CARES Acts
- Handle qualified charitable distribution requests
- Analyze the coronavirus-related distribution (CRD) rules, including deadline,
taxation, and re-contribution requirements
- Identify new types of IRA penalty-free distributions, including qualified birth and
adoption expense distributions
What a year! The SECURE Act dramatically altered many long-standing IRA rules and
practices. Do you interact directly with IRA owners or have supervisory, managerial, or
other decision-making responsibilities? This critically important session will provide a
detailed analysis of the many rule changes affecting IRA owners, trustees, custodians, and
advisors. Act now to learn the many implications of what is new and important in 2020
Frank J. LaLoggia, LaLoggia Consulting, Inc.
Frank LaLoggia is the President of LaLoggia Consulting, Inc., Rochester, New York, a pension consulting firm that assists financial organizations with ongoing support in the creation, development, and marketing of their retirement plans offerings. Frank coordinates and conducts retirement plan seminars and training programs throughout the United States, including in-house IRA, HSA and employer retirement plan training sessions. With over 39 years’ experience in employee benefits, he has assisted many leading financial organizations in the pension and financial services industries. Frank has achieved the designation of Deferred Compensation Specialist through Northeastern University’s Center for Continuing Education and The National Retirement Plans Training Conference.
Live and recorded webinar, handouts, quiz with answer key and training log are included.
Your registration includes access from up to three locations, making it easier to share and learn with remote staff during the coronavirus crisis. Training materials will be available to download the day of the event.