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IRA & HSA Update: Discover What's New & Changing

Jan 12 2:00 PM - Jan 12, 2023 3:30 PM
Jan 12, 2023 2:00 PM - 3:30 PM
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With a new year, you need new information! If you deal with IRAs or HSAs, you won’t want to miss this important update, complete with regulatory changes, pending legislation, and 2023 contribution limits.

Learning Objectives

  • Understand the far-reaching effects of recent IRS guidance on IRA required minimum distributions and beneficiary distributions
  • Be up to date on pending legislation and potential changes, including operational and IRA owner impacts
  • Analyze the new 2023 federal tax withholding changes and know when to use IRS Form W-4Rversus Form W-4P
  • Identify 2022 and 2023 IRA and HSA contribution limits
  • Examine current HSA trends and common questions

As one year ends and another begins, the start of another IRA and HSA season is upon us. Be prepared by catching up on recent regulatory changes, clarifications, and interpretations. Learn about the significant impact that pending legislation will have on IRA owners and financial organizations. Whether your duties include dealing directly with IRA and HSA owners or involve operational, reporting, or managerial responsibilities, this session will provide practical insights into what’s new and important in the world of IRA and HSA plans.

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 

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

Your registration includes unlimited locations, making it easier to share and learn with remote staff.

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

Webinar

Topics Covered

  • Compliance
  • Live Webinars