Print
January 27 | 3:00 pm - 4:30 pm ET
Category:
CU Webinar
Webinars - Live
Contact: Lauren Simonds at lsimonds@mainecul.org
New year? New changes! Are you aware of the IRA and HSA revisions that 2025 will usher in?
Do you know when the new rules will apply versus what has stayed the same? Where should your focus be? What are the compliance deadlines for the updated rules and requirements? Don’t miss this important update!
AFTER THIS WEBINAR YOU’LL BE ABLE TO:
- Understand the primary implications of the final RMD regulations on IRA beneficiaries
- Recognize the provisions included in the final RMD regulations that deviate from the proposed RMD regulations and the “old” rules
- Describe the new fork-in-the-road decisions regarding the services you will or will not offer IRA owners
- Explain the impact of disaster relief on IRA and HSA owners and their various account transactions
- Identify gaps in your organization’s staff awareness, policies, and procedures and understand required training
- Adhere to the due dates for complying with the updated rules and requirements
For more information, including pricing and registration, click here.