Critical IRA Issues

Lisa Bleier
Senior Counsel
AMERICAN BANKERS ASSOCIATION
Washington, D.C.



During this session you will learn about the new law allowing for a waiver of required minimum distributions for 2009 and the implications of that law for your bank and your customers. This session will also cover legislative proposals that will help expand savings through IRAs, including automatic enrollment IRAs, sometimes referred to as payroll deduction IRAs. The session will wrap-up with a discussion of valuation of assets within the IRA.

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