Wednesday, October 20, 2021
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2021 IRA Basics Seminar, OKC

November 4 @ 8:30 am - 5:00 pm CDT

Click Here for Brochure

** Note Location Change Now at the OBA/Harris Event Center**

DAY 1

• IRA Terminology – Top 20 Terms

• Explanation of IRA Forms – Not Forms Specific – (Please bring your own forms including Application, Contribution form, Distribution, Rollover Review or Certification and any other commonly used forms)

• Beneficiary Designations including Primary and Contingent, Trusts and Estates

• Qualifications, 2021 Contribution, Income Phase-out limits, Age Limits and other new regulations for a:

o Traditional IRA

o Roth and Conversion Roth

o SEP IRAs contributions and IRS reporting

 

Courtyard Marriott OKC NW     
1515 NW Expressway, OKC
405-848-0808
**Use OKBB GENR or OKBA QNQN for business rate of $89

Embassy Suites Oklahoma City Northwest
3233 Northwest Expressway
Oklahoma City, Oklahoma 73112
(405) 840.5338 **** Ask for Daniel tell him you are with the Oklahoma Bankers Meeting

Studio…$124

King or queen suite…..$139

Tulsa Marriott Southern Hills

1902 East 71st Street, Tulsa, OK

918-493-7000

**Ask for the OBA business rate the of $103