Wednesday, October 20, 2021
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2021 IRA Both, OKC

November 4 @ 8:30 am - November 5 @ 3:00 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

Day 2

• Updated legislative regulations on IRAs as the result of the SECURE and CARES Acts and the 2021 Cost of Living Adjustments

• Health Savings Accounts – overview and clarifying responsibility

• QP Rollovers and IRA Rollovers and Transfers

• Distributions

o Federal Income Tax Withholding

o Before age 59½ – reporting the penalty exceptions

o At age 72 beginning in 2021– including mandatory notices

o 9 Biggest Mistakes of IRA Beneficiary Payouts

o Rules on new nonspouse beneficiary payout requirements beginning in 2020

o Overview and Explanation of IRS Reporting Requirements

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