IRA/HSA Update: Including New 2024 Penalty-Free IRA Distribution Options
- Effects of the SECURE Act and SECURE 2.0 on IRA owners, trustees, and custodians, including:
- New IRA penalty-free distributions effective in 2023 and 2024
- 529 plan to Roth IRA rollovers
- Elimination of the penalty tax on corrected IRA excess contributions
- Allowable SEP and SIMPLE IRA Roth contributions
- Increased contribution limits for SIMPLE IRA plans
- IRA plan document amendment deadline
- 2024 IRA and HSA contribution limits
- Indexing of IRA catch-up contributions starting in 2024
- HSA issues and most commonly asked questions
- Qualified charitable distribution rules, including indexing contribution limits beginning in 2024
- Increase to the RMD age under SECURE 2.0
Webinar Details
As one year ends and another begins, a new IRA and HSA season is upon us. This beneficial program will cover the recent regulatory changes, clarifications, and interpretations. You’ll learn about the significant impact of recent legislation on IRA owners and financial organizations. Whether your job responsibilities are dealing directly with IRA and HSA owners or include operational, reporting, or managerial responsibilities, this session will provide you with practical insights into what is new and important in the world of IRA and HSA plans.
Who Should Attend?
This timely webinar is designed for staff who interact with IRA and HSA owners or have operational, compliance, or decision-making authority, as well as those who hold insurance or securities licenses.
Take-Away Toolkit
- Employee training log
- Interactive quiz
- PDF of slides and speaker’s contact info for follow-up questions
- Attendance certificate provided to self-report CE credits
NOTE: All materials are subject to copyright. Transmission, retransmission, or republishing of any webinar to other institutions or those not employed by your institution is prohibited. Print materials may be copied for eligible participants only.
Presenter
Frank LaLoggia — LaLoggia Consulting, Inc.
Frank LaLoggia is the president of LaLoggia Consulting, Inc., a pension consulting firm that assists financial organizations with ongoing support in the creation, development, and marketing of their retirement plans offerings.
LaLoggia coordinates and conducts pension seminars and training programs throughout the United States, including in-house IRA, HSA, and employer retirement plan training. With over 40 years of experience, he has assisted many leading financial organizations in the pension and financial services industries.
Registration Options
- $279 – Live Webinar Access
- $279 – OnDemand Access + Digital Download
- $379 – Both Live & On-Demand Access + Digital Download
