Webinar | August 6, 2024 | 90-minutes | 2:00pm – 3:30pm CENTRAL TIME | $199

Just Added: July 19th – The Department of the Treasury and the Internal Revenue Service issued final regulations updating the required minimum distribution (RMD) rules. 

During this webinar, we will cover the final regulations that reflect changes made by the SECURE Act and the SECURE 2.0 Act impacting retirement plan participants, IRA owners and their beneficiaries. At the same time, Treasury and IRS issued proposed regulations addressing additional RMD issues under the SECURE 2.0 Act. 

SECURE Act changes rules for Beneficiaries

The general rule is now a 10 year payout.  Who can still use life expectancy?  Which life expectancy?  How do we calculate the life expectancy?  All of these questions will be addressed in this 90 minute webinar.

Covered Topics:

• Who is designated and who is an eligible designated beneficiary?
• What is payout for someone who is disabled or chronically ill?
• What is payout for someone who is spouse?
• What is payout for a minor or sibling?
• What about successor beneficiaries?
• How do we determine the 10 years for designated beneficiaries?
• How are accounts set up and reported?

You will receive:
Case Studies
Updated IRA Handbook flowcharts

Who Should Attend
This webinar 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.

Registration 

The cost to attend this 90-minute webinar $199 for one connection*. *You may have as many listeners as you wish for your ONE connection (ONE computer login). If you would like additional logins for additional locations/computers, please contact our office or note names and email addresses in the comments sections of the registration form. A fee of $75 will be billed for each additional login. Please register the person you wish to receive the log-in and handouts links.

Registration fees include instruction, live interaction with the instructor, an updated IRA Manual and any other supplements used by the instructor (digital), and a link to the recordings of the class. (You will have unlimited access to the recording for 90 days.)

Cancellation and More Information

Full registration fees will be refunded if a cancellation is received on or before ten business days prior to the meeting. If the date of cancellation is less than ten days prior to the meeting, a $75 processing fee will be retained. No refunds will be given for cancellations made the day of the program. If you need additional information, please call (888) 773-4839.