Webinar | 90-minutes | $199

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.

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.