IRA Annual Update - Staying InformedFriday, January 24th, 2020
10:00 am - 11:30 am CT
Length: 1 hr 30 min Sponsored by Credit Union Webinars
Attending this Webinar keeps you updated on all the changes that apply to IRAs for the 2020 tax year. You will also hear a detailed explanation of procedures and reporting for the more complicated areas of IRA transactions.
This will lower the amount of corrections you have to do when the member gets an unnecessary letter and bill attached because of a mistaken code we used on the 5498 or 1099-R reporting.
Who Should Attend?
This update is a vital necessity for anyone in the position of answering IRA questions as a representative of the credit union - including the member service reps, operations personnel, branch managers and member call center employees.