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IRA & HSA: 2022's Hottest Issues & Answers

Apr 19 2:00 PM - Apr 19, 2022 3:30 PM
Apr 19, 2022 2:00 PM - 3:30 PM
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In January 2022 the IRS released new federal tax withholding forms W-4R and W-4P. Here’s your opportunity to learn about the new forms, as well as how to best handle many common (and sometimes tricky) issues to ensure smooth sailing for your IRA and HSA programs.

Learning Objectives

  • Understand the new 2023 federal tax withholding rule changes and requirements
  • Discuss the 2022 voluntary withholding rule change implications
  • Complete the new W-4R form for nonperiodic IRA distributions
  • Examine the three life expectancy tables that changed on January 1, 2022
    • Examples of the effect on RMD and beneficiary life expectancy distributions
    • Review the beneficiary “reset rule” when calculating life expectancy payouts
  • Identify which types of IRA beneficiaries have lost the “stretch IRA” option because of the SECURE Act
  • Determine when IRA and HSA plan document amendments are required
  • Answer the most-common HSA questions
    • Recognize your responsibilities when monitoring HSA contribution limits
    • Analyze how to handle employer mistakes in contributions and HSA owner mistakes in distributions
  • Explain the proper handling and reporting of HSA death distributions

Join this lively discussion of the top issues facing individual retirement account (IRA) and health savings account (HSA) owners and financial organizations. The timely information provided will explain how to avoid common pitfalls associated with owning or administering IRA and HSA accounts. It will review 2022’s hottest IRA and HSA issues and provide the information needed to stay on track. Attend this session to learn the answers to the most common questions from IRA and HSA owners.

Agenda

Speakers

Frank J. LaLoggia, LaLoggia Consulting, Inc.

Frank LaLoggia is the President of LaLoggia Consulting, Inc., 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 pension seminars and training programs throughout the United States, including in-house IRA, HSA, and employer retirement plan training. With over 40 years of experience, he has assisted many leading financial organizations in the pension and financial services industries.

Location

Fees

$259.00 

Please note: You may share the link with others at your credit union, however the confirmation will be sent to one primary contact at your credit union. It will be up to the primary contact to share the material with others.

Additional Info

Event Type

On-Demand Webinar

Topics Covered

  • On-Demand Webinars
  • Human Resources
  • Compliance