All-Day Class | $299

The IRA Basics seminar is designed for those new to IRAs or a great review for those who have been in the business for a while. It addresses the purpose of IRAs, the role IRAs play in a customer’s retirement strategy and all the different types of IRAs and their eligibility requirements. This great seminar includes some information on a few distributions, including death distributions. Seminar attendees will leave with less apprehension about their responsibilities and compliance issues for opening IRAs at the financial institution.  Each registrant will receive a digital copy of the IRA Handbook.

Program Topics

• What’s new with IRAs
• Overview of IRAs
• Traditional IRAs
• Roth IRAs
• Qualified Retirement Plan Rollover
• Simplified Employee Pension Plan
• SIMPLES
• Moving and changing IRAs
  • Transfers
  • Rollovers
  • Rollovers from Qualified Plans
• Basics on premature distributions
• Basics on 73 distributions

• Also covered:
  • Coverdell Education Savings Accounts
  • Health Savings Accounts

Who Should Attend

This program is designed for all IRA Administrators, personal bankers, trust officers, customer service representatives and those selling or discussing these products with their customers.

Seminar Instructor

Deborah Crawford is the President of Gettechnical Inc., a Florida-based firm, specializing in the education of banks across the nation.  Her 40+ years of banking and teaching experience began at Hibernia National Bank in New Orleans. She graduated from Louisiana State University with both her bachelor’s and master’s degrees.  Deborah’s specialty is in the deposit side of the financial institution where she teaches seminars on regulations, documentation, insurance, and Individual Retirement Accounts.

OnDemand Registration 

The cost for 90 days of unlimited access to this recording is $299.

You will receive a download link for any materials and manuals used by the instructor (digital), and a viewing link to the recordings of the class. (You will have unlimited access to the recording for 90 days.)

More Information

Please call (800) 354-3051 for additional information.