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Wisconsin Credit Union Foundation

IRA & HSA 2019 Update, Including Tax Reform Considerations

Attend this webinar for a timely overview of important rule changes affecting IRA and HSA plans. Understand the impact of recent tax reform legislation on IRA plans, including the Tax Cut and Jobs Act of 2017 and the Budget Bipartisan Act of 2018.

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Type of Event
On Demand Webinar

Who Should Attend
  • On Demand
  • Webinars
  • Compliance

Purchase

Description

Rule changes have arrived. Are more on the way? Attend this webinar for a timely overview of important rule changes affecting IRA and HSA plans. Understand the impact of recent tax reform legislation on IRA plans, including the Tax Cut and Jobs Act of 2017 and the Budget Bipartisan Act of 2018. Whether you work directly with IRA and HSA owners or your role includes operational, reporting, or managerial responsibilities, this session will provide practical insights into the latest IRA and HSA issues.

Learning Objectives

  • Traditional IRA, Roth IRA, SEP-IRA, SIMPLE-IRA, and HSA contribution limitations, including COLA calculation changes
  • Recent regulatory guidance and proposed legislation, including any late-breaking news
  • The latest information on recharacterizations, the 10% premature distribution penalty tax, rollover treatment of erroneous IRS levies, taxable alimony, handling federally declared disaster area distributions and rollovers, and much more
  • HSA rules rarely discussed:
    • Handling mistaken HSA owner distributions
    • Dealing with mistaken employer HSA contributions
    • Less common qualified medical expenses

Speaker

Frank J. LaLoggia, LaLoggia Consulting, Inc.

Investment

$259.00