Event Type : Industry Event

Kelmar is pleased to serve as a speaker for the IRA 101 Webinar, hosted by NAUPA & UPPO on January 27, 2021.

For holders and state administrators alike, the SECURES Act and CARES Act have added complications to the unclaimed property compliance process for Individual Retirement Arrangements (IRAs). To help unclaimed property professionals and state administrators sort through the confusion, the National Association of Unclaimed Property Administrators (NAUPA) and the Unclaimed Property Professionals Organization (UPPO) have teamed up to present a three-part webinar series spotlighting IRAs.

IRAs 101 will highlight IRA basics, examining:

• Traditional vs. Roth
• How IRAs differ from other unclaimed property types
• Tax and accounting impacts
• Types of state triggers
• Rules on RMDs
• Issues resulting from recent law changes and IRS rulings.

This webinar is complimentary for NAUPA and UPPO members. Register today.