IRA Year End Update (Webinar)

Member Fee:  $165 per connection 
Non-Member Fee:  $265 per connection 

Click here for brochure

Speaker: Debbie Crawford, gettechnical, Inc. 

SECURE Act, CARES Act, Extended Tax deadlines, and IRS Notices! Learn if you complied with all the IRA Changes in 2020!

Topics include: 

  • Two changes in the CARES Act -Waiver of RMDs and the $100,000 withdrawal
  • Five Changes in the SECURE Act -Age for contributions extended, age for RMDs extended to 72 and more changes affect IRAs
  • IRS notice on waiving RMDs and rolling them back in
  • How to distribute up to $100,000 in IRA when your customer is affected by COVID
  • Impact of extended tax reporting for COVID and disasters
  • Year-End Reporting
  • Letting customers know what is happening
  • Preparing for the 2021 tax season with new inherited IRA rules

12/14/2020 3:30 PM - 5:00 PM

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