IRA & HSA Update: Key Considerations for 2021

IRA & HSA Update: Key Considerations for 2021 

Thursday, January 14, 2021
3:00 pm – 4:30 pm Eastern

What can change in a year?  Think 2020!  And then consider its impact on 2021.  The SECURE Act’s wide reach profoundly affected IRA owners, custodians, and trustees.  This webinar will address the ramifications of the SECURE Act, provide the latest IRS guidance and contribution levels, and identify the most common reporting errors.  Join us to gain the information needed to make informed decisions about IRAs and HSAs.

AFTER THIS WEBINAR YOU’LL BE ABLE TO:

Understand the far-reaching effects of the SECURE Act on IRA owners, trustees, and custodians  
Identify 2020 and 2021 traditional IRA, Roth IRA, and HSA contribution limits
Review recent IRS guidance on handling and reporting IRA contributions and distributions
Examine HSA trustee or custodian responsibilities regarding accepting and reporting HSA contributions
Discuss handling HSA beneficiary designations and death distributions

WEBINAR DETAILS 

 Passage of the SECURE Act has had a profound impact on IRA rules and programs.  As the 2021 tax year begins, it is important to learn what is new and important in the world of IRA and HSA plans.  Do you interact directly with IRA and HSA owners, have supervisory, managerial, government reporting, or decision-making responsibilities?  Cut through the haze of confusion with insights and analysis from an IRA expert.  You’ll learn the many implications of what is new and important in 2021 and beyond.  

WHO SHOULD ATTEND? 

This very timely webinar will benefit individuals who interact with IRA and HSA owners, or who have IRA or HSA operational, compliance, or decision-making authority.  Individuals with insurance or securities licenses will also benefit.

TAKE-AWAY TOOLKIT

Employee training log
Interactive quiz

SPEAKER

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.

Attendance verification for CE credits provided upon request.

Webinar Sponsored by Financial Education & Development

If you are having issues with registering online, please contact CBAO's Education,Training & Special Events Coordinator, Patti Webb, (614) 610-1877.

Registration Options
Live Webinar– The live webinar option allows you to have one internet connection from a single computer terminal. You may have as many people as you like listen and watch from your office computer. Registrants receive a website address and passcode that will allow entrance to the seminar. The session will be approximately 90 minutes, including question and answer sessions. Seminar materials, including instructions, passcode, and handouts will be emailed to you prior to the broadcast. You will need the most-current version of Adobe Reader available free at www.adobe.com.

Recorded Webinar + Free Digital Download– Can’t attend the live webinar? This option provides a recording of the live event, including audio, visuals, and handouts. We even provide the presenter’s email address for follow-up questions. You will receive an email with the recorded webinar link, which can be viewed anytime 24/7, beginning 6 business days after the webinar. You will also receive instruction on how to download a free digital copy of the webinar to your PC, which you may keep and use indefinitely.

Additional Live Webinar Connections– Registering another banker from a different location

Both Live Webinar & Recorded webinar + Free Digital Download– Includes Live Webinar and Recorded Webinar options above.

When
1/14/2021

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