Episode Summary:
Hosted by Samir Agarwal (https://bit.ly/3cWnLnU) and special guest Michael Schiller (https://bit.ly/2IWJVLN)
Are you prepared for the significant legislative and regulatory developments that continue to impact IRAs?
As Baby Boomers reach retirement age, banks will see an increase in IRA portfolio balances and should be prepared to serve as IRA trustees. Though many financial organizations act as an IRA trustee or custodian, most are challenged with staying in front of the complex rules and regulations and often overlook the impact changes have on operating systems, procedures, and transaction documents.
In this podcast episode, "The SECURE Act and Its Impact on IRAs and IRA Custodians/Trustees," Wolters Kluwer Vice President of Banking Compliance Solutions, Samir Agarwal, and Michael Schiller, Manager of Specialized Consulting for Tax-Advantaged Accounts with Wolters Kluwer's Compliance Center of Excellence, discuss how the SECURE Act and the CARES Act impact IRAs. Our experts will also share practical guidance on managing tax-advantaged accounts while adapting banking processes and client outreach in the current environment.
If you have questions about how we can help you better serve your tax-advantaged account customers during the pandemic, please post them in the comments section of this podcast!
Subscribe:
iTunes/Apple Podcast: https://apple.co/33qiJN8
RSS: https://bit.ly/36tYZdA
Google Podcast: https://bit.ly/3jr6oho
Spotify: https://spoti.fi/3l9oOU8
Product Highlights from the Podcast:
Wolters Kluwer Tax-Advantaged Accounts Solutions – Make managing your IRA, HSA, CESA, and other tax-advantaged accounts programs a breeze. Request more information. https://bit.ly/34pyeWl
IRA Consulting Services - We're ready to answer questions, assist with reporting requirements, and explain regulatory changes. Get started today! https://bit.ly/2HnEGEo
IRA Training - https://bit.ly/31znOS5
IRA Documents - https://bit.ly/3mg2bhB
Account Record-Keeping - https://bit.ly/3dMJyyC
IRA to IRA Rollovers - https://bit.ly/37wrGXO
Sign up for our COVID-19 Regulatory Development Bulletins https://bit.ly/2GkfnCG
Want customized compliance strategies? Sign up for a custom demo here. https://bit.ly/2Te4gxW
Listen to more Banking Compliance Insights by Wolters Kluwer here. https://bit.ly/2G8Flso
Where else can you find Wolters Kluwer Financial Services on social media?
Facebook: @WoltersKluwerFinancialServices
Twitter: @WoltersKluwerFS
LinkedIn: https://www.linkedin.com/company/wolt...
BUSINESS INQUIRIES For more information and additional gui
Popular Podcasts
On Purpose with Jay Shetty
I’m Jay Shetty host of On Purpose the worlds #1 Mental Health podcast and I’m so grateful you found us. I started this podcast 5 years ago to invite you into conversations and workshops that are designed to help make you happier, healthier and more healed. I believe that when you (yes you) feel seen, heard and understood you’re able to deal with relationship struggles, work challenges and life’s ups and downs with more ease and grace. I interview experts, celebrities, thought leaders and athletes so that we can grow our mindset, build better habits and uncover a side of them we’ve never seen before. New episodes every Monday and Friday. Your support means the world to me and I don’t take it for granted — click the follow button and leave a review to help us spread the love with On Purpose. I can’t wait for you to listen to your first or 500th episode!
Las Culturistas with Matt Rogers and Bowen Yang
Ding dong! Join your culture consultants, Matt Rogers and Bowen Yang, on an unforgettable journey into the beating heart of CULTURE. Alongside sizzling special guests, they GET INTO the hottest pop-culture moments of the day and the formative cultural experiences that turned them into Culturistas. Produced by the Big Money Players Network and iHeartRadio.
Crime Junkie
Does hearing about a true crime case always leave you scouring the internet for the truth behind the story? Dive into your next mystery with Crime Junkie. Every Monday, join your host Ashley Flowers as she unravels all the details of infamous and underreported true crime cases with her best friend Brit Prawat. From cold cases to missing persons and heroes in our community who seek justice, Crime Junkie is your destination for theories and stories you won’t hear anywhere else. Whether you're a seasoned true crime enthusiast or new to the genre, you'll find yourself on the edge of your seat awaiting a new episode every Monday. If you can never get enough true crime... Congratulations, you’ve found your people. Follow to join a community of Crime Junkies! Crime Junkie is presented by audiochuck Media Company.