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Hot IRA Issues: Divorce, IRS Levies, Creditor Claims & Misunderstood Rules

Apr 27 2:00 PM - Apr 27, 2021 3:30 PM
Apr 27, 2021 2:00 PM - 3:30 PM
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Hot IRA issues abound. This dynamic webinar will address the most misunderstood IRS rules and recent updates, including the SECURE Act. Scenarios and examples will provide clarity and guidance. And IRA training just doesn’t get any better than learning best practices from IRA expert, Frank LaLoggia. Won’t you join us?

Learning Objectives

  • Review the deadlines for updating IRA plan agreements and disclosure statements
  • Identify the most misunderstood rules under the SECURE Act
  • Discover how to handle various scenarios surrounding IRS levies, including when IRA accounts are exempt from IRS levy notices
  • Understand the difference between a distribution versus a transfer incident to divorce
  • Recognize the protection afforded to IRA accounts in bankruptcy versus general creditor scenarios

This lively session will bring you up to date on many consequential issues facing IRA owners, trustees, and custodians. Current information, interpretations, and best practices will be addressed in this practical, easy-to-understand session. Do you know the difference between a transfer versus a distribution due to divorce? When are IRA plan agreements and disclosure statements required to be updated for SECURE Act changes? Join this informative session to explore many current and important IRA rules and turn confusion into confidence when dealing with common, but often misunderstood, IRA scenarios.

Agenda

Speakers

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. 

Location

Fees

$259.00 

Live and recorded webinar, handouts, quiz with answer key and training log are included.

Your registration includes unlimited locations (until further notice), 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.

Additional Info

Event Type

Webinar

Topics Covered

  • Live Webinars
  • Compliance